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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 | $26,243 | $148,623-82.3% | $135,974-80.7% | $139,466-81.2% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 58.99% | 79.30%-20.3pp | 68.30%-9.3pp | 373.66%-314.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,900 | $8,103-51.9% | $7,760-49.7% | $6,712-41.9% |
| Admin fee / account holder | $8,234 | $12,406-33.6% | $10,767-23.5% | $11,409-27.8% |