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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 | $7,398 | $154,754-95.2% | $124,206-94.0% | $138,895-94.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 29.67% | 709.28%-679.6pp | 515.27%-485.6pp | 145.39%-115.7pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,042 | $4,621+52.4% | $3,968+77.5% | $6,396+10.1% |
| Admin fee / account holder | $7,541 | $6,690+12.7% | $5,929+27.2% | $12,562-40.0% |