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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 | $16,441 | $96,678-83.0% | $86,640-81.0% | $139,466-88.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 18.64% | 106.69%-88.0pp | 592.52%-573.9pp | 373.66%-355.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,897 | $4,837-40.1% | $4,438-34.7% | $6,712-56.8% |
| Admin fee / account holder | $2,398 | $6,410-62.6% | $5,616-57.3% | $11,409-79.0% |