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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 | $29,398 | $106,749-72.5% | $145,433-79.8% | $82,448-64.3% |
| Participation rate | 58.1% | 75.6%-17.6pp | 82.1%-24.1pp | 68.1%-10.0pp |
| Annual return | 584.37% | 27.59%+556.8pp | 66.58%+517.8pp | 41.64%+542.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,706 | $6,519-43.1% | $7,897-53.1% | $4,139-10.5% |
| Admin fee / account holder | $412 | $8,390-95.1% | $13,129-96.9% | $7,234-94.3% |