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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 | $23,205 | $208,088-88.8% | $186,193-87.5% | $154,746-85.0% |
| Participation rate | 47.4% | 80.0%-32.6pp | 77.1%-29.7pp | 80.7%-33.3pp |
| Annual return | 35.64% | 89.97%-54.3pp | 78.03%-42.4pp | 172.34%-136.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,076 | $7,078-14.2% | $6,513-6.7% | $6,730-9.7% |
| Admin fee / account holder | $358 | $11,698-96.9% | $11,058-96.8% | $14,365-97.5% |