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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 | $10,405 | $67,823-84.7% | $52,425-80.2% | $137,256-92.4% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 21.90% | 219.11%-197.2pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,768 | $2,288-22.7% | $1,790-1.2% | $6,407-72.4% |
| Admin fee / account holder | $540 | $2,844-81.0% | $2,495-78.3% | $12,270-95.6% |