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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 | $26,445 | $106,864-75.3% | $147,318-82.0% | $82,637-68.0% |
| Participation rate | 58.1% | 75.5%-17.4pp | 82.1%-24.0pp | 68.1%-10.0pp |
| Annual return | 309.93% | 27.49%+282.4pp | 70.43%+239.5pp | 53.51%+256.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,230 | $6,496-34.9% | $7,906-46.5% | $4,126+2.5% |
| Admin fee / account holder | $831 | $8,415-90.1% | $13,708-93.9% | $7,339-88.7% |