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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 | $26,718 | $85,171-68.6% | $172,752-84.5% | $72,975-63.4% |
| Participation rate | 20.6% | 70.1%-49.5pp | 82.6%-62.1pp | 69.5%-48.9pp |
| Annual return | 109.37% | 27.32%+82.0pp | 802.97%-693.6pp | 81.01%+28.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,791 | $3,260-45.1% | $5,198-65.5% | $3,608-50.4% |
| Admin fee / account holder | $3,218 | $5,880-45.3% | $13,955-76.9% | $5,124-37.2% |