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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 | $7,353 | $100,203-92.7% | $85,240-91.4% | $145,897-95.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 19.42% | 84.28%-64.9pp | 66.75%-47.3pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,525 | $5,299-71.2% | $4,527-66.3% | $6,689-77.2% |
| Admin fee / account holder | $6,997 | $7,265-3.7% | $6,165+13.5% | $13,390-47.7% |