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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 | $26,754 | $34,316-22.0% | $74,723-64.2% | $72,976-63.3% |
| Participation rate | 61.3% | 42.4%+18.9pp | 54.5%+6.8pp | 69.5%-8.2pp |
| Annual return | 24.32% | 26.58%-2.3pp | 753.18%-728.9pp | 81.02%-56.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,452 | $1,272+250.1% | $1,962+127.0% | $3,608+23.4% |
| Admin fee / account holder | $4,262 | $2,125+100.6% | $3,335+27.8% | $5,124-16.8% |