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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 | $10,482 | $70,366-85.1% | $66,674-84.3% | $138,895-92.5% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 18.63% | 386.41%-367.8pp | 321.24%-302.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,325 | $4,374-46.8% | $4,084-43.1% | $6,396-63.6% |
| Admin fee / account holder | $578 | $5,262-89.0% | $5,098-88.7% | $12,562-95.4% |