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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 | $15,597 | $103,038-84.9% | $90,324-82.7% | $152,909-89.8% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.5%-29.5pp |
| Annual return | 39.35% | 95.25%-55.9pp | 78.15%-38.8pp | 345.46%-306.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,150 | $4,282-49.8% | $3,885-44.7% | $5,851-63.3% |
| Admin fee / account holder | $1,311 | $6,177-78.8% | $5,356-75.5% | $11,601-88.7% |