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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 | $25,707 | $56,640-54.6% | $78,002-67.0% | $55,167-53.4% |
| Participation rate | 62.7% | 73.3%-10.6pp | 75.5%-12.8pp | 69.0%-6.3pp |
| Annual return | 122.85% | 2868.48%-2745.6pp | 425.99%-303.1pp | 169.23%-46.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,679 | $2,778+176.4% | $3,497+119.6% | $3,054+151.4% |
| Admin fee / account holder | $1,584 | $467+239.5% | $5,481-71.1% | $504+214.3% |