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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 | $16,461 | $53,063-69.0% | $124,206-86.7% | $82,637-80.1% |
| Participation rate | 52.0% | 58.4%-6.4pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 76.57% | 68.87%+7.7pp | 515.27%-438.7pp | 53.51%+23.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,387 | $2,644+255.0% | $3,968+136.6% | $4,126+127.5% |
| Admin fee / account holder | $8,057 | $4,281+88.2% | $5,929+35.9% | $7,339+9.8% |