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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 | $10,335 | $27,936-63.0% | $58,561-82.4% | $75,173-86.3% |
| Participation rate | 5.8% | 38.8%-33.1pp | 50.9%-45.1pp | 67.2%-61.4pp |
| Annual return | 114.99% | 44.21%+70.8pp | 4251.33%-4136.3pp | 160.72%-45.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,516 | $1,202+26.1% | $1,923-21.2% | $4,126-63.3% |
| Admin fee / account holder | $560 | $1,727-67.6% | $2,520-77.8% | $5,651-90.1% |