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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 | $126,113-93.9% | $116,096-93.4% | $155,188-95.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 73.3%-35.8pp | 80.8%-43.3pp |
| Annual return | 11.35% | 391.72%-380.4pp | 326.25%-314.9pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,997 | $4,162+20.1% | $3,952+26.4% | $6,531-23.5% |
| Admin fee / account holder | $31,220 | $8,045+288.1% | $7,704+305.2% | $14,480+115.6% |