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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 | $32,188 | $69,708-53.8% | $67,560-52.4% | $74,478-56.8% |
| Participation rate | 37.3% | 71.4%-34.1pp | 72.9%-35.6pp | 67.2%-29.9pp |
| Annual return | 25.40% | -40.67%+66.1pp | 3533.50%-3508.1pp | 1370.56%-1345.2pp |
| Employer contribution / active EE | $483 | $2,715-82.2% | $2,737-82.4% | $2,626-81.6% |
| Participant deferral / active EE | $1,831 | $3,637-49.7% | $4,004-54.3% | $4,350-57.9% |
| Admin fee / account holder | $3,394 | $887+282.6% | $3,994-15.0% | $1,946+74.4% |