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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 | $28,451 | $98,760-71.2% | $149,715-81.0% | $79,858-64.4% |
| Participation rate | 54.3% | 75.8%-21.4pp | 82.5%-28.1pp | 69.6%-15.3pp |
| Annual return | 155.06% | 27.43%+127.6pp | 276.66%-121.6pp | 31.72%+123.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,380 | $5,681+12.3% | $6,842-6.7% | $3,740+70.6% |
| Admin fee / account holder | $23,978 | $6,053+296.1% | $9,310+157.6% | $5,306+351.9% |