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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 | $26,683 | $109,863-75.7% | $98,477-72.9% | $167,518-84.1% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 16.09% | 1958.09%-1942.0pp | 1493.59%-1477.5pp | 478.71%-462.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,843 | $4,673+89.2% | $4,276+106.8% | $6,342+39.4% |
| Admin fee / account holder | $916 | $6,755-86.4% | $5,951-84.6% | $12,312-92.6% |