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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 | $9,674 | $29,319-67.0% | $52,425-81.5% | $82,448-88.3% |
| Participation rate | 67.7% | 46.9%+20.9pp | 55.6%+12.1pp | 68.1%-0.3pp |
| Annual return | 40.61% | 535.20%-494.6pp | 302.12%-261.5pp | 41.64%-1.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,162 | $1,171+84.6% | $1,790+20.8% | $4,139-47.8% |
| Admin fee / account holder | $873 | $1,962-55.5% | $2,495-65.0% | $7,234-87.9% |