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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 | $8,454 | $100,262-91.6% | $81,370-89.6% | $145,897-94.2% |
| Participation rate | 15.0% | 74.3%-59.3pp | 69.5%-54.5pp | 80.3%-65.3pp |
| Annual return | 9.67% | 34.52%-24.8pp | 24.85%-15.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,483 | $4,612-67.9% | $3,885-61.8% | $6,689-77.8% |
| Admin fee / account holder | $4,698 | $8,163-42.4% | $5,749-18.3% | $13,390-64.9% |