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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 | $11,884 | $102,609-88.4% | $98,090-87.9% | $138,895-91.4% |
| Participation rate | 57.1% | 82.8%-25.6pp | 81.5%-24.4pp | 79.9%-22.8pp |
| Annual return | 375.06% | 36.44%+338.6pp | 37.05%+338.0pp | 145.39%+229.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,825 | $8,167-65.4% | $7,845-64.0% | $6,396-55.8% |
| Admin fee / account holder | $2,096 | $11,434-81.7% | $11,815-82.3% | $12,562-83.3% |