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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 | $10,425 | $149,040-93.0% | $120,225-91.3% | $137,256-92.4% |
| Participation rate | 54.5% | 75.4%-20.9pp | 69.6%-15.0pp | 80.0%-25.4pp |
| Annual return | 22.00% | 605.68%-583.7pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,350 | $4,655-71.0% | $3,999-66.3% | $6,407-78.9% |
| Admin fee / account holder | $723 | $6,348-88.6% | $5,696-87.3% | $12,270-94.1% |