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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 | $100,073-91.1% | $85,126-89.5% | $145,877-93.9% |
| Participation rate | 68.2% | 74.1%-5.9pp | 67.5%+0.7pp | 80.3%-12.1pp |
| Annual return | 12.64% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,896 | $5,294-45.3% | $4,523-36.0% | $6,691-56.7% |
| Admin fee / account holder | $359 | $7,261-95.0% | $6,160-94.2% | $13,402-97.3% |