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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 | $23,875 | $95,580-75.0% | $76,872-68.9% | $139,466-82.9% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 117.19% | 55.00%+62.2pp | 37.90%+79.3pp | 373.66%-256.5pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,786 | $4,623+46.8% | $3,832+77.1% | $6,712+1.1% |
| Admin fee / account holder | $1,554 | $8,302-81.3% | $5,476-71.6% | $11,409-86.4% |