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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 | $24,649 | $49,199-49.9% | $121,204-79.7% | $75,173-67.2% |
| Participation rate | 61.8% | 55.4%+6.3pp | 69.5%-7.8pp | 67.2%-5.4pp |
| Annual return | 14.48% | 56.04%-41.6pp | 987.18%-972.7pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,951 | $2,630+50.2% | $4,083-3.2% | $4,126-4.3% |
| Admin fee / account holder | $448 | $3,946-88.6% | $5,651-92.1% | $5,651-92.1% |