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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 | $26,152 | $65,440-60.0% | $98,506-73.5% | $85,851-69.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.3%-16.4pp |
| Annual return | 26.56% | 21.75%+4.8pp | 1494.92%-1468.4pp | 318.63%-292.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,608 | $3,168+108.6% | $4,277+54.5% | $3,952+67.2% |
| Admin fee / account holder | $936 | $4,596-79.6% | $5,955-84.3% | $6,261-85.1% |