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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 | $126,113-90.5% | $116,096-89.7% | $155,188-92.3% |
| Participation rate | 57.1% | 75.1%-18.0pp | 73.3%-16.2pp | 80.8%-23.7pp |
| Annual return | 43.21% | 391.72%-348.5pp | 326.25%-283.0pp | 148.84%-105.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,011 | $4,162+44.4% | $3,952+52.1% | $6,531-8.0% |
| Admin fee / account holder | $4,843 | $8,045-39.8% | $7,704-37.1% | $14,480-66.6% |