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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 | $21,291 | $45,123-52.8% | $85,240-75.0% | $74,478-71.4% |
| Participation rate | 35.8% | 49.4%-13.5pp | 67.5%-31.7pp | 67.2%-31.4pp |
| Annual return | 59.73% | 26.32%+33.4pp | 66.75%-7.0pp | 1370.56%-1310.8pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,128 | $2,736+14.3% | $4,527-30.9% | $4,350-28.1% |
| Admin fee / account holder | $844 | $2,215-61.9% | $6,165-86.3% | $1,946-56.6% |