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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 | $26,300 | $85,766-69.3% | $136,298-80.7% | $70,126-62.5% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 45.51% | 31.46%+14.1pp | 5156.27%-5110.8pp | 73.15%-27.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,912 | $5,051+36.8% | $6,247+10.6% | $3,332+107.4% |
| Admin fee / account holder | $419 | $5,421-92.3% | $9,244-95.5% | $4,645-91.0% |