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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 | $14,932 | $106,247-85.9% | $96,515-84.5% | $139,466-89.3% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 23.78% | 38.47%-14.7pp | 35.73%-11.9pp | 373.66%-349.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,959 | $5,456-45.8% | $4,880-39.4% | $6,712-55.9% |
| Admin fee / account holder | $2,264 | $7,885-71.3% | $6,735-66.4% | $11,409-80.2% |