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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 | $10,339 | $94,439-89.1% | $73,658-86.0% | $154,746-93.3% |
| Participation rate | 16.7% | 64.7%-48.0pp | 57.0%-40.4pp | 80.7%-64.0pp |
| Annual return | 20.61% | 28.25%-7.6pp | 29.72%-9.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $641 | $2,527-74.7% | $2,062-68.9% | $6,730-90.5% |
| Admin fee / account holder | $451 | $3,843-88.3% | $3,357-86.6% | $14,365-96.9% |