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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 | $17,048 | $96,691-82.4% | $86,656-80.3% | $139,487-87.8% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 22.70% | 106.87%-84.2pp | 593.09%-570.4pp | 373.84%-351.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,641 | $4,838-4.1% | $4,439+4.5% | $6,713-30.9% |
| Admin fee / account holder | $327 | $6,414-94.9% | $5,619-94.2% | $11,407-97.1% |