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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 | $5,064 | $154,754-96.7% | $124,206-95.9% | $138,895-96.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 246.90% | 709.28%-462.4pp | 515.27%-268.4pp | 145.39%+101.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,492 | $4,621-46.1% | $3,968-37.2% | $6,396-61.0% |
| Admin fee / account holder | $712 | $6,690-89.4% | $5,929-88.0% | $12,562-94.3% |