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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 | $24,577 | $162,529-84.9% | $130,788-81.2% | $154,746-84.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 241.33% | 510.48%-269.1pp | 386.44%-145.1pp | 172.34%+69.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,942 | $4,808+106.8% | $4,137+140.3% | $6,730+47.7% |
| Admin fee / account holder | $520 | $7,669-93.2% | $6,673-92.2% | $14,365-96.4% |