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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 | $8,455 | $100,279-91.6% | $81,353-89.6% | $145,884-94.2% |
| Participation rate | 61.5% | 74.3%-12.7pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 36.34% | 34.49%+1.9pp | 24.82%+11.5pp | 551.85%-515.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,641 | $4,611-64.4% | $3,885-57.8% | $6,690-75.5% |
| Admin fee / account holder | $4,349 | $8,206-47.0% | $5,766-24.6% | $13,392-67.5% |