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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 | $110,379-77.6% | $102,412-75.9% | $145,884-83.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 315.06% | 24.84%+290.2pp | 24.94%+290.1pp | 551.85%-236.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,883 | $5,622-66.5% | $5,060-62.8% | $6,690-71.8% |
| Admin fee / account holder | $1,343 | $9,745-86.2% | $8,388-84.0% | $13,392-90.0% |