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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 | $32,839 | $108,695-69.8% | $74,722-56.1% | $152,897-78.5% |
| Participation rate | 37.5% | 65.4%-27.9pp | 54.5%-17.0pp | 82.5%-45.0pp |
| Annual return | 19.08% | 114.11%-95.0pp | 753.11%-734.0pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $625 | $2,712-77.0% | $1,963-68.2% | $5,851-89.3% |
| Admin fee / account holder | $1,779 | $4,906-63.7% | $3,335-46.7% | $11,599-84.7% |