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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 | $5,400 | $154,754-96.5% | $124,206-95.7% | $138,895-96.1% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.6%-10.8pp | 79.9%-21.1pp |
| Annual return | 11.83% | 709.28%-697.4pp | 515.27%-503.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,413 | $4,621-69.4% | $3,968-64.4% | $6,396-77.9% |
| Admin fee / account holder | $1,962 | $6,690-70.7% | $5,929-66.9% | $12,562-84.4% |