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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 | $11,830 | $70,366-83.2% | $66,674-82.3% | $138,895-91.5% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.7%-46.4pp | 79.9%-52.6pp |
| Annual return | 67.08% | 386.41%-319.3pp | 321.24%-254.2pp | 145.39%-78.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $976 | $4,374-77.7% | $4,084-76.1% | $6,396-84.7% |
| Admin fee / account holder | $5,087 | $5,262-3.3% | $5,098-0.2% | $12,562-59.5% |