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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 | $23,874 | $75,832-68.5% | $147,618-83.8% | $59,633-60.0% |
| Participation rate | 58.3% | 71.6%-13.2pp | 84.6%-26.3pp | 68.7%-10.3pp |
| Annual return | 34.60% | 0.37%+34.2pp | 61.98%-27.4pp | 2041.40%-2006.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,096 | $3,131-33.1% | $4,895-57.2% | $3,192-34.3% |
| Admin fee / account holder | $4,835 | $5,986-19.2% | $11,612-58.4% | $4,297+12.5% |