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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 | $14,198 | $55,889-74.6% | $76,119-81.3% | $80,935-82.5% |
| Participation rate | 34.3% | 62.1%-27.7pp | 69.1%-34.7pp | 67.7%-33.3pp |
| Annual return | 10.88% | 20.58%-9.7pp | 361.25%-350.4pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,535 | $3,051-49.7% | $4,259-64.0% | $4,299-64.3% |
| Admin fee / account holder | $8,030 | $5,241+53.2% | $6,421+25.0% | $6,924+16.0% |