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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 | $17,078 | $110,039-84.5% | $97,260-82.4% | $145,884-88.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 66.05% | 244.44%-178.4pp | 75.54%-9.5pp | 551.85%-485.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,676 | $4,674+342.4% | $4,262+385.2% | $6,690+209.1% |
| Admin fee / account holder | $1,988 | $6,204-68.0% | $5,640-64.7% | $13,392-85.2% |