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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 | $10,955 | $100,203-89.1% | $85,240-87.1% | $145,897-92.5% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 16.56% | 84.28%-67.7pp | 66.75%-50.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,353 | $5,299-74.5% | $4,527-70.1% | $6,689-79.8% |
| Admin fee / account holder | $2,041 | $7,265-71.9% | $6,165-66.9% | $13,390-84.8% |