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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 | $17,404 | $111,787-84.4% | $93,681-81.4% | $145,978-88.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 44.36% | 203.52%-159.2pp | 133.47%-89.1pp | 550.52%-506.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,604 | $4,918+95.3% | $4,415+117.5% | $6,690+43.6% |
| Admin fee / account holder | $6,922 | $10,256-32.5% | $8,290-16.5% | $13,400-48.3% |