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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 | $8,181 | $88,996-90.8% | $78,004-89.5% | $138,895-94.1% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.4%-24.0pp | 79.9%-34.5pp |
| Annual return | 22.37% | 28.03%-5.7pp | 31.07%-8.7pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,572 | $4,724-66.7% | $4,092-61.6% | $6,396-75.4% |
| Admin fee / account holder | $404 | $8,807-95.4% | $7,578-94.7% | $12,562-96.8% |