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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 | $14,870 | $105,145-85.9% | $94,664-84.3% | $139,466-89.3% |
| Participation rate | 64.3% | 82.4%-18.1pp | 80.8%-16.5pp | 80.3%-16.0pp |
| Annual return | 18.66% | 38.09%-19.4pp | 156.84%-138.2pp | 373.66%-355.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,188 | $7,599+7.8% | $7,417+10.4% | $6,712+22.0% |
| Admin fee / account holder | $13,750 | $8,972+53.3% | $7,222+90.4% | $11,409+20.5% |