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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 | $15,522 | $95,580-83.8% | $76,872-79.8% | $139,466-88.9% |
| Participation rate | 57.1% | 74.0%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 23.73% | 55.00%-31.3pp | 37.90%-14.2pp | 373.66%-349.9pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,368 | $4,623+16.1% | $3,832+40.1% | $6,712-20.0% |
| Admin fee / account holder | $4,222 | $8,302-49.1% | $5,476-22.9% | $11,409-63.0% |