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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 | $7,247 | $122,962-94.1% | $71,585-89.9% | $138,895-94.8% |
| Participation rate | 45.5% | 68.9%-23.4pp | 68.2%-22.7pp | 79.9%-34.5pp |
| Annual return | 20.26% | 37.84%-17.6pp | 59.26%-39.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $995 | $4,311-76.9% | $2,923-66.0% | $6,396-84.4% |
| Admin fee / account holder | $669 | $6,488-89.7% | $4,712-85.8% | $12,562-94.7% |