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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 | $8,935 | $99,995-91.1% | $85,063-89.5% | $145,978-93.9% |
| Participation rate | 68.2% | 74.1%-5.9pp | 67.5%+0.7pp | 80.3%-12.1pp |
| Annual return | 12.64% | 83.99%-71.3pp | 66.54%-53.9pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,896 | $5,295-45.3% | $4,523-36.0% | $6,690-56.7% |
| Admin fee / account holder | $359 | $7,255-95.0% | $6,155-94.2% | $13,400-97.3% |