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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 | $17,900 | $108,695-83.5% | $74,722-76.0% | $152,897-88.3% |
| Participation rate | 30.8% | 65.4%-34.6pp | 54.5%-23.7pp | 82.5%-51.7pp |
| Annual return | 19.21% | 114.11%-94.9pp | 753.11%-733.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $670 | $2,712-75.3% | $1,963-65.9% | $5,851-88.6% |
| Admin fee / account holder | $1,405 | $4,906-71.4% | $3,335-57.9% | $11,599-87.9% |