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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 | $22,753 | $160,070-85.8% | $147,117-84.5% | $145,897-84.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 36.32% | 98.69%-62.4pp | 420.54%-384.2pp | 552.29%-516.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,750 | $8,419+75.2% | $8,065+82.9% | $6,689+120.5% |
| Admin fee / account holder | $1,799 | $15,035-88.0% | $12,993-86.2% | $13,390-86.6% |