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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 | $9,872 | $107,809-90.8% | $97,032-89.8% | $155,188-93.6% |
| Participation rate | 58.3% | 75.5%-17.1pp | 71.6%-13.2pp | 80.8%-22.5pp |
| Annual return | 57.40% | 38.06%+19.3pp | 35.38%+22.0pp | 148.84%-91.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,701 | $5,129+11.1% | $4,672+22.0% | $6,531-12.7% |
| Admin fee / account holder | $1,619 | $10,717-84.9% | $9,418-82.8% | $14,480-88.8% |