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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 | $7,933 | $90,614-91.2% | $76,089-89.6% | $145,877-94.6% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.1%-16.1pp | 80.3%-27.4pp |
| Annual return | 35.12% | 623.80%-588.7pp | 360.94%-325.8pp | 551.28%-516.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,198 | $5,168-57.5% | $4,259-48.4% | $6,691-67.1% |
| Admin fee / account holder | $563 | $8,376-93.3% | $6,418-91.2% | $13,402-95.8% |