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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 | $16,461 | $52,353-68.6% | $120,225-86.3% | $82,448-80.0% |
| Participation rate | 52.0% | 58.3%-6.3pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 76.57% | 61.85%+14.7pp | 439.23%-362.7pp | 41.64%+34.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,387 | $2,627+257.3% | $3,999+134.7% | $4,139+126.8% |
| Admin fee / account holder | $8,057 | $4,363+84.7% | $5,696+41.4% | $7,234+11.4% |