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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 | $51,282 | $30,385+68.8% | $56,054-8.5% | $74,400-31.1% |
| Participation rate | 31.9% | 32.9%-1.0pp | 52.5%-20.6pp | 67.2%-35.3pp |
| Annual return | 13.23% | 24.92%-11.7pp | 1705.95%-1692.7pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,423 | $1,174+21.2% | $1,952-27.1% | $4,348-67.3% |
| Admin fee / account holder | $4,407 | $2,361+86.7% | $2,822+56.1% | $1,944+126.8% |