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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 | $97,125-89.9% | $86,233-88.6% | $137,256-92.8% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.0%-39.0pp | 80.0%-50.0pp |
| Annual return | 25.63% | 74.19%-48.6pp | 61.39%-35.8pp | 220.34%-194.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,329 | $5,180-35.7% | $4,559-27.0% | $6,407-48.0% |
| Admin fee / account holder | $457 | $9,725-95.3% | $8,342-94.5% | $12,270-96.3% |