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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 | $106,524-72.4% | $152,301-80.7% | $87,485-66.4% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.4%-24.4pp | 68.9%-10.9pp |
| Annual return | 584.37% | 26.89%+557.5pp | 80.50%+503.9pp | 26.06%+558.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,706 | $6,525-43.2% | $8,004-53.7% | $4,274-13.3% |
| Admin fee / account holder | $412 | $8,287-95.0% | $14,398-97.1% | $7,775-94.7% |