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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 | $10,874 | $61,815-82.4% | $97,295-88.8% | $80,959-86.6% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.3pp | 67.7%-34.3pp |
| Annual return | 16.02% | -558.73%+574.7pp | 75.62%-59.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,258 | $3,027-58.4% | $4,264-70.5% | $4,300-70.7% |
| Admin fee / account holder | $1,327 | $5,166-74.3% | $5,646-76.5% | $6,925-80.8% |