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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 | $11,055 | $110,303-90.0% | $95,759-88.5% | $139,487-92.1% |
| Participation rate | 62.5% | 75.7%-13.2pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 112.19% | 27.19%+85.0pp | 28.42%+83.8pp | 373.84%-261.7pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,888 | $4,674+68.7% | $4,244+85.9% | $6,713+17.5% |
| Admin fee / account holder | $487 | $6,615-92.6% | $5,678-91.4% | $11,407-95.7% |