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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 | $26,443 | $95,979-72.4% | $74,551-64.5% | $135,380-80.5% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | 5.34% | 56.97%-51.6pp | 32.53%-27.2pp | 519.81%-514.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $978 | $3,844-74.6% | $3,108-68.5% | $5,609-82.6% |
| Admin fee / account holder | $627 | $6,522-90.4% | $5,059-87.6% | $10,828-94.2% |