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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 | $24,352 | $92,219-73.6% | $76,768-68.3% | $135,379-82.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 456.78% | 5.46%+451.3pp | 2.43%+454.3pp | 519.79%-63.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,574 | $4,508+45.8% | $3,852+70.7% | $5,609+17.2% |
| Admin fee / account holder | $4,162 | $10,749-61.3% | $6,675-37.7% | $10,828-61.6% |