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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 | $8,343 | $154,754-94.6% | $124,206-93.3% | $138,895-94.0% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.6%-26.7pp | 79.9%-37.1pp |
| Annual return | 14.87% | 709.28%-694.4pp | 515.27%-500.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,260 | $4,621-72.7% | $3,968-68.2% | $6,396-80.3% |
| Admin fee / account holder | $1,449 | $6,690-78.3% | $5,929-75.6% | $12,562-88.5% |