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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 | $30,016 | $75,962-60.5% | $154,108-80.5% | $64,173-53.2% |
| Participation rate | 9.2% | 70.4%-61.2pp | 83.0%-73.8pp | 69.6%-60.4pp |
| Annual return | 759.61% | 30.32%+729.3pp | 735.21%+24.4pp | 7.63%+752.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,369 | $3,175-56.9% | $5,081-73.1% | $3,470-60.5% |
| Admin fee / account holder | $585 | $5,589-89.5% | $13,411-95.6% | $4,887-88.0% |