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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 | $26,433 | $106,008-75.1% | $92,240-71.3% | $147,586-82.1% |
| Participation rate | 30.8% | 80.4%-49.6pp | 76.5%-45.7pp | 82.8%-52.1pp |
| Annual return | 10.71% | 50.05%-39.3pp | 176.29%-165.6pp | 578.59%-567.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,794 | $4,478-59.9% | $3,897-54.0% | $5,439-67.0% |
| Admin fee / account holder | $6,613 | $6,333+4.4% | $5,194+27.3% | $10,886-39.3% |