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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 | $28,502 | $215,361-86.8% | $171,082-83.3% | $273,972-89.6% |
| Participation rate | 27.3% | 82.0%-54.8pp | 76.7%-49.4pp | 83.0%-55.7pp |
| Annual return | 669.66% | 25.14%+644.5pp | 32.56%+637.1pp | 41.46%+628.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,409 | $5,543-38.5% | $4,797-28.9% | $5,287-35.5% |
| Admin fee / account holder | $362 | $10,846-96.7% | $8,520-95.7% | $10,133-96.4% |