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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 | $37,618 | $69,745-46.1% | $67,511-44.3% | $74,546-49.5% |
| Participation rate | 46.0% | 71.3%-25.3pp | 72.9%-26.9pp | 67.2%-21.2pp |
| Annual return | 15.68% | -40.37%+56.1pp | 3517.41%-3501.7pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $637 | $2,705-76.4% | $2,733-76.7% | $2,624-75.7% |
| Participant deferral / active EE | $1,375 | $3,636-62.2% | $4,000-65.6% | $4,347-68.4% |
| Admin fee / account holder | $1,268 | $894+41.8% | $3,999-68.3% | $1,944-34.8% |