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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 | $12,637 | $84,741-85.1% | $75,731-83.3% | $167,553-92.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 16.94% | 199.72%-182.8pp | 104.65%-87.7pp | 478.89%-462.0pp |
| Employer contribution / active EE | $361 | $3,230-88.8% | $2,743-86.8% | $4,840-92.5% |
| Participant deferral / active EE | $5,440 | $4,577+18.8% | $3,820+42.4% | $6,343-14.2% |
| Admin fee / account holder | $754 | $5,361-85.9% | $3,620-79.2% | $12,316-93.9% |