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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 | $10,982 | $58,311-81.2% | $81,882-86.6% | $80,959-86.4% |
| Participation rate | 12.5% | 63.5%-51.0pp | 72.4%-59.9pp | 67.7%-55.2pp |
| Annual return | 13.22% | 41.85%-28.6pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $744 | $3,287-77.4% | $4,323-82.8% | $4,300-82.7% |
| Admin fee / account holder | $4,672 | $4,752-1.7% | $7,360-36.5% | $6,925-32.5% |