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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 | $45,762 | $96,338-52.5% | $80,589-43.2% | $139,427-67.2% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 25.15% | 1350.43%-1325.3pp | 935.83%-910.7pp | 373.27%-348.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $2,724-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $6,875 | $5,234+31.4% | $4,449+54.5% | $6,711+2.4% |
| Admin fee / account holder | $1,170 | $6,600-82.3% | $5,379-78.2% | $11,404-89.7% |