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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 | $64,461 | $30,437+111.8% | $56,033+15.0% | $74,459-13.4% |
| Participation rate | 6.9% | 32.9%-25.9pp | 52.5%-45.6pp | 67.2%-60.3pp |
| Annual return | 194.26% | 24.96%+169.3pp | 1711.38%-1517.1pp | 1369.70%-1175.4pp |
| Employer contribution / active EE | $19 | $610-96.8% | $1,041-98.1% | $2,626-99.3% |
| Participant deferral / active EE | $483 | $1,176-59.0% | $1,954-75.3% | $4,350-88.9% |
| Admin fee / account holder | $807 | $2,363-65.9% | $2,827-71.5% | $1,945-58.5% |