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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 | $4,270 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 15.4% | 76.2%-60.9pp | 73.8%-58.4pp | 80.0%-64.6pp |
| Annual return | 326.91% | 353.14%-26.2pp | 292.57%+34.3pp | 220.34%+106.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,665 | $4,410-62.2% | $4,123-59.6% | $6,407-74.0% |
| Admin fee / account holder | $7,097 | $5,336+33.0% | $5,150+37.8% | $12,270-42.2% |