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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 | $24,903 | $43,730-43.1% | $66,674-62.6% | $64,097-61.1% |
| Participation rate | 24.4% | 50.7%-26.3pp | 73.7%-49.3pp | 55.2%-30.8pp |
| Annual return | 46.97% | 53.62%-6.7pp | 321.24%-274.3pp | 34.64%+12.3pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $861 | $2,122-59.4% | $4,084-78.9% | $3,080-72.0% |
| Admin fee / account holder | $1,168 | $2,708-56.9% | $5,098-77.1% | $3,454-66.2% |