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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 | $12,203 | $172,111-92.9% | $150,298-91.9% | $137,256-91.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 73.32% | 69.37%+3.9pp | 62.79%+10.5pp | 220.34%-147.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,655 | $6,166-40.7% | $5,453-33.0% | $6,407-42.9% |
| Admin fee / account holder | $2,281 | $16,471-86.2% | $14,116-83.8% | $12,270-81.4% |