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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 | $16,833 | $148,623-88.7% | $135,974-87.6% | $139,466-87.9% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.3pp | 80.3%-33.7pp |
| Annual return | 297.85% | 79.30%+218.5pp | 68.30%+229.5pp | 373.66%-75.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,810 | $8,103-16.0% | $7,760-12.2% | $6,712+1.5% |
| Admin fee / account holder | $388 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |