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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 | $11,938 | $101,618-88.3% | $93,063-87.2% | $137,256-91.3% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 43.21% | 223.95%-180.7pp | 34.15%+9.1pp | 220.34%-177.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,011 | $4,279+40.5% | $3,958+51.9% | $6,407-6.2% |
| Admin fee / account holder | $4,843 | $6,198-21.9% | $6,033-19.7% | $12,270-60.5% |