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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 | $32,302 | $65,555-50.7% | $86,216-62.5% | $75,173-57.0% |
| Participation rate | 60.6% | 60.5%+0.1pp | 69.0%-8.4pp | 67.2%-6.6pp |
| Annual return | 18.57% | 46.07%-27.5pp | 1169.42%-1150.8pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,404 | $3,023-53.6% | $3,986-64.8% | $4,126-66.0% |
| Admin fee / account holder | $655 | $5,469-88.0% | $6,853-90.4% | $5,651-88.4% |