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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 | $24,680 | $111,814-77.9% | $103,374-76.1% | $145,959-83.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 315.06% | 24.77%+290.3pp | 24.89%+290.2pp | 561.95%-246.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,883 | $5,618-66.5% | $5,058-62.8% | $6,689-71.8% |
| Admin fee / account holder | $1,343 | $9,754-86.2% | $8,394-84.0% | $13,398-90.0% |