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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 | $23,870 | $34,316-30.4% | $74,722-68.1% | $72,975-67.3% |
| Participation rate | 47.7% | 42.4%+5.3pp | 54.5%-6.7pp | 69.5%-21.8pp |
| Annual return | 22.67% | 26.58%-3.9pp | 753.11%-730.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,989 | $1,272+56.4% | $1,963+1.3% | $3,608-44.9% |
| Admin fee / account holder | $1,982 | $2,125-6.7% | $3,335-40.6% | $5,124-61.3% |