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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 | $15,050 | $100,147-85.0% | $81,286-81.5% | $145,877-89.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.5%-26.7pp | 80.3%-37.4pp |
| Annual return | 9.53% | 34.44%-24.9pp | 24.80%-15.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,159 | $4,607-74.8% | $3,883-70.1% | $6,691-82.7% |
| Admin fee / account holder | $1,064 | $8,201-87.0% | $5,764-81.5% | $13,402-92.1% |