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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 | $13,565 | $167,030-91.9% | $135,768-90.0% | $155,188-91.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 16.26% | 678.39%-662.1pp | 526.10%-509.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,091 | $4,528-9.6% | $3,977+2.9% | $6,531-37.4% |
| Admin fee / account holder | $6,877 | $8,172-15.8% | $7,048-2.4% | $14,480-52.5% |