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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 | $17,337 | $78,690-78.0% | $161,489-89.3% | $87,485-80.2% |
| Participation rate | 65.5% | 67.5%-1.9pp | 78.7%-13.2pp | 68.9%-3.4pp |
| Annual return | 312.20% | 32.74%+279.5pp | 89.72%+222.5pp | 26.06%+286.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,762 | $3,311-16.6% | $5,630-50.9% | $4,274-35.4% |
| Admin fee / account holder | $886 | $6,724-86.8% | $16,006-94.5% | $7,775-88.6% |