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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,917 | $81,331-87.8% | $155,534-93.6% | $80,935-87.7% |
| Participation rate | 26.5% | 66.3%-39.7pp | 78.2%-51.7pp | 67.7%-41.1pp |
| Annual return | 16.64% | 33.37%-16.7pp | 64.92%-48.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,236 | $3,454-64.2% | $5,630-78.1% | $4,299-71.3% |
| Admin fee / account holder | $547 | $7,999-93.2% | $15,900-96.6% | $6,924-92.1% |