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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 | $28,644 | $150,435-81.0% | $120,580-76.2% | $145,897-80.4% |
| Participation rate | 56.5% | 78.8%-22.3pp | 72.0%-15.4pp | 80.3%-23.8pp |
| Annual return | 10.45% | 154.60%-144.2pp | 107.48%-97.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,468 | $6,174-60.0% | $4,995-50.6% | $6,689-63.1% |
| Admin fee / account holder | $425 | $12,182-96.5% | $9,418-95.5% | $13,390-96.8% |