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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 | $9,834 | $108,882-91.0% | $96,754-89.8% | $154,746-93.6% |
| Participation rate | 30.0% | 75.1%-45.1pp | 70.3%-40.3pp | 80.7%-50.7pp |
| Annual return | 25.63% | 98.39%-72.8pp | 82.04%-56.4pp | 172.34%-146.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,329 | $5,323-37.5% | $4,758-30.0% | $6,730-50.5% |
| Admin fee / account holder | $457 | $10,200-95.5% | $8,905-94.9% | $14,365-96.8% |