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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 | $7,273 | $90,489-92.0% | $76,051-90.4% | $145,978-95.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 14.10% | 622.78%-608.7pp | 360.42%-346.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,715 | $5,164-66.8% | $4,257-59.7% | $6,690-74.4% |
| Admin fee / account holder | $2,488 | $8,374-70.3% | $6,416-61.2% | $13,400-81.4% |