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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 | $11,677 | $96,678-87.9% | $86,640-86.5% | $139,466-91.6% |
| Participation rate | 56.5% | 74.4%-17.9pp | 71.7%-15.2pp | 80.3%-23.8pp |
| Annual return | 198.15% | 106.69%+91.5pp | 592.52%-394.4pp | 373.66%-175.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,223 | $4,837-54.0% | $4,438-49.9% | $6,712-66.9% |
| Admin fee / account holder | $1,879 | $6,410-70.7% | $5,616-66.5% | $11,409-83.5% |