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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 | $24,660 | $85,171-71.0% | $172,753-85.7% | $72,976-66.2% |
| Participation rate | 54.8% | 70.1%-15.2pp | 82.6%-27.8pp | 69.5%-14.7pp |
| Annual return | 29.52% | 27.32%+2.2pp | 803.00%-773.5pp | 81.02%-51.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,800 | $3,260-14.1% | $5,198-46.1% | $3,608-22.4% |
| Admin fee / account holder | $634 | $5,880-89.2% | $13,956-95.5% | $5,124-87.6% |