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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 | $12,533 | $76,608-83.6% | $56,077-77.7% | $145,877-91.4% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 25.66% | 3009.59%-2983.9pp | 1709.28%-1683.6pp | 551.28%-525.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $509 | $2,624-80.6% | $1,954-74.0% | $6,691-92.4% |
| Admin fee / account holder | $74,767 | $3,325+2148.6% | $2,825+2546.7% | $13,402+457.9% |