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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 | $27,695 | $111,785-75.2% | $93,669-70.4% | $145,877-81.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.05% | 203.79%-190.7pp | 133.59%-120.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,609 | $4,919+359.7% | $4,416+412.0% | $6,691+237.9% |
| Admin fee / account holder | $15,570 | $10,256+51.8% | $8,291+87.8% | $13,402+16.2% |