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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 | $69,774-53.9% | $67,561-52.4% | $74,429-56.8% |
| Participation rate | 37.3% | 71.4%-34.0pp | 72.9%-35.6pp | 67.2%-29.9pp |
| Annual return | 25.40% | -40.53%+65.9pp | 3525.44%-3500.0pp | 1368.38%-1343.0pp |
| Employer contribution / active EE | $483 | $2,710-82.2% | $2,735-82.3% | $2,625-81.6% |
| Participant deferral / active EE | $1,831 | $3,636-49.7% | $4,003-54.3% | $4,348-57.9% |
| Admin fee / account holder | $3,394 | $890+281.4% | $4,006-15.3% | $1,944+74.6% |