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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 | $27,696 | $70,002-60.4% | $115,037-75.9% | $52,331-47.1% |
| Participation rate | 59.7% | 72.1%-12.4pp | 81.4%-21.7pp | 68.1%-8.4pp |
| Annual return | 320.48% | 4.04%+316.4pp | 26.14%+294.3pp | 4.54%+315.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,086 | $4,920-37.3% | $6,026-48.8% | $3,022+2.1% |
| Admin fee / account holder | $2,072 | $566+266.0% | $8,175-74.7% | $592+250.2% |