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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 | $1,903 | $76,785-97.5% | $56,441-96.6% | $145,959-98.7% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 46.57% | 3000.51%-2953.9pp | 1704.21%-1657.6pp | 561.95%-515.4pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $790 | $2,624-69.9% | $1,953-59.5% | $6,689-88.2% |
| Admin fee / account holder | $408 | $3,334-87.8% | $2,829-85.6% | $13,398-97.0% |