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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 | $14,726 | $103,008-85.7% | $90,304-83.7% | $152,897-90.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 25.31% | 95.22%-69.9pp | 78.13%-52.8pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,960 | $4,281+39.2% | $3,885+53.4% | $5,851+1.9% |
| Admin fee / account holder | $1,157 | $6,175-81.3% | $5,354-78.4% | $11,599-90.0% |