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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 | $17,314 | $105,960-83.7% | $81,726-78.8% | $158,982-89.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 12.42% | 38.19%-25.8pp | 29.49%-17.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,067 | $13,011-91.8% | $7,108-85.0% | $5,983-82.2% |
| Admin fee / account holder | $587 | $8,494-93.1% | $5,160-88.6% | $11,252-94.8% |