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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 | $3,907 | $51,638-92.4% | $68,368-94.3% | $82,448-95.3% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 1420.62% | 37.53%+1383.1pp | 292.57%+1128.0pp | 41.64%+1379.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $981 | $2,914-66.3% | $4,123-76.2% | $4,139-76.3% |
| Admin fee / account holder | $480 | $4,643-89.7% | $5,150-90.7% | $7,234-93.4% |