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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 | $26,395 | $108,911-75.8% | $100,392-73.7% | $145,884-81.9% |
| Participation rate | 63.2% | 83.0%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 14.81% | 58.23%-43.4pp | 49.45%-34.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,236 | $8,459+9.2% | $8,090+14.2% | $6,690+38.1% |
| Admin fee / account holder | $966 | $9,698-90.0% | $7,904-87.8% | $13,392-92.8% |