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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 | $16,739 | $105,145-84.1% | $94,664-82.3% | $139,466-88.0% |
| Participation rate | 69.2% | 82.4%-13.1pp | 80.8%-11.6pp | 80.3%-11.1pp |
| Annual return | 297.32% | 38.09%+259.2pp | 156.84%+140.5pp | 373.66%-76.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,464 | $7,599+50.9% | $7,417+54.6% | $6,712+70.8% |
| Admin fee / account holder | $2,026 | $8,972-77.4% | $7,222-71.9% | $11,409-82.2% |