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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 | $29,771 | $149,040-80.0% | $120,225-75.2% | $137,256-78.3% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 12.87% | 605.68%-592.8pp | 439.23%-426.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,935 | $4,655-36.9% | $3,999-26.6% | $6,407-54.2% |
| Admin fee / account holder | $6,409 | $6,348+1.0% | $5,696+12.5% | $12,270-47.8% |