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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 | $27,039 | $138,075-80.4% | $123,552-78.1% | $135,379-80.0% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 160.89% | 153.70%+7.2pp | 119.20%+41.7pp | 519.79%-358.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,109 | $6,800+34.0% | $6,426+41.8% | $5,609+62.4% |
| Admin fee / account holder | $5,559 | $10,917-49.1% | $9,285-40.1% | $10,828-48.7% |