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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 | $16,490 | $124,980-86.8% | $108,359-84.8% | $154,746-89.3% |
| Participation rate | 68.8% | 75.2%-6.4pp | 70.1%-1.4pp | 80.7%-12.0pp |
| Annual return | 371.08% | 45.00%+326.1pp | 36.89%+334.2pp | 172.34%+198.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,308 | $4,743-51.3% | $4,137-44.2% | $6,730-65.7% |
| Admin fee / account holder | $1,443 | $11,502-87.5% | $9,741-85.2% | $14,365-90.0% |