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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 | $7,701 | $102,938-92.5% | $94,105-91.8% | $138,895-94.5% |
| Participation rate | 37.5% | 74.6%-37.1pp | 71.9%-34.4pp | 79.9%-42.4pp |
| Annual return | 11.35% | 250.28%-238.9pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,997 | $4,196+19.1% | $3,881+28.7% | $6,396-21.9% |
| Admin fee / account holder | $31,220 | $6,600+373.0% | $6,199+403.6% | $12,562+148.5% |