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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 | $18,245 | $49,199-62.9% | $121,204-84.9% | $75,173-75.7% |
| Participation rate | 64.0% | 55.4%+8.6pp | 69.5%-5.5pp | 67.2%-3.2pp |
| Annual return | 19.57% | 56.04%-36.5pp | 987.18%-967.6pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,550 | $2,630+73.0% | $4,083+11.4% | $4,126+10.3% |
| Admin fee / account holder | $826 | $3,946-79.1% | $5,651-85.4% | $5,651-85.4% |