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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 | $12,024 | $105,160-88.6% | $94,679-87.3% | $139,456-91.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 27.51% | 38.04%-10.5pp | 156.75%-129.2pp | 373.45%-345.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,473 | $7,599+37.8% | $7,417+41.2% | $6,711+56.1% |
| Admin fee / account holder | $23,263 | $8,988+158.8% | $7,233+221.6% | $11,407+103.9% |