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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 | $3,709 | $29,670-87.5% | $56,054-93.4% | $80,911-95.4% |
| Participation rate | 52.9% | 41.7%+11.3pp | 52.5%+0.5pp | 67.6%-14.7pp |
| Annual return | 50.76% | 35.24%+15.5pp | 1705.95%-1655.2pp | 35.63%+15.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,585 | $1,227+29.2% | $1,952-18.8% | $4,297-63.1% |
| Admin fee / account holder | $360 | $2,431-85.2% | $2,822-87.2% | $6,935-94.8% |