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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 | $99,875-73.5% | $146,866-82.0% | $86,983-69.6% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.5%-24.4pp | 69.5%-11.5pp |
| Annual return | 309.93% | 28.10%+281.8pp | 102.85%+207.1pp | 25.83%+284.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,230 | $6,322-33.1% | $7,759-45.5% | $4,194+0.9% |
| Admin fee / account holder | $831 | $7,838-89.4% | $13,620-93.9% | $7,856-89.4% |