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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 | $16,490 | $112,729-85.4% | $98,716-83.3% | $137,256-88.0% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 371.08% | 38.48%+332.6pp | 31.81%+339.3pp | 220.34%+150.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,308 | $4,640-50.3% | $4,048-43.0% | $6,407-64.0% |
| Admin fee / account holder | $1,443 | $10,129-85.8% | $8,703-83.4% | $12,270-88.2% |