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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 | $26,563 | $159,934-83.4% | $147,005-81.9% | $145,959-81.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 10.94% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,955 | $8,427-41.2% | $8,070-38.6% | $6,689-25.9% |
| Admin fee / account holder | $21,168 | $15,053+40.6% | $13,006+62.8% | $13,398+58.0% |