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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 | $11,572 | $149,040-92.2% | $120,225-90.4% | $137,256-91.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 16.22% | 605.68%-589.5pp | 439.23%-423.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,809 | $4,655-39.7% | $3,999-29.8% | $6,407-56.2% |
| Admin fee / account holder | $520 | $6,348-91.8% | $5,696-90.9% | $12,270-95.8% |