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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 | $11,981 | $81,643-85.3% | $70,462-83.0% | $158,950-92.5% |
| Participation rate | 28.6% | 77.7%-49.2pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 5.61% | 208.51%-202.9pp | 109.08%-103.5pp | 302.91%-297.3pp |
| Employer contribution / active EE | $13 | $3,218-99.6% | $2,737-99.5% | $4,762-99.7% |
| Participant deferral / active EE | $3,935 | $4,555-13.6% | $3,710+6.1% | $5,983-34.2% |
| Admin fee / account holder | $8,757 | $6,194+41.4% | $3,845+127.7% | $11,248-22.1% |