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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 | $28,524 | $109,872-74.0% | $98,483-71.0% | $167,536-83.0% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 13.93% | 1959.31%-1945.4pp | 1494.38%-1480.5pp | 478.82%-464.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,055 | $4,673+29.6% | $4,276+41.6% | $6,342-4.5% |
| Admin fee / account holder | $330 | $6,757-95.1% | $5,953-94.4% | $12,315-97.3% |