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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 | $12,423 | $108,922-88.6% | $100,398-87.6% | $145,978-91.5% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 90.79% | 58.04%+32.8pp | 49.32%+41.5pp | 550.52%-459.7pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,342 | $8,450-36.8% | $8,084-33.9% | $6,690-20.1% |
| Admin fee / account holder | $1,232 | $9,680-87.3% | $7,893-84.4% | $13,400-90.8% |