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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 | $10,001 | $110,039-90.9% | $97,260-89.7% | $145,884-93.1% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 11.44% | 244.44%-233.0pp | 75.54%-64.1pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,507 | $4,674-67.8% | $4,262-64.6% | $6,690-77.5% |
| Admin fee / account holder | $817 | $6,204-86.8% | $5,640-85.5% | $13,392-93.9% |