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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 | $51,197 | $27,936+83.3% | $58,561-12.6% | $75,173-31.9% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 17.94% | 44.21%-26.3pp | 4251.33%-4233.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $641 | $1,202-46.7% | $1,923-66.7% | $4,126-84.5% |
| Admin fee / account holder | $4,906 | $1,727+184.1% | $2,520+94.6% | $5,651-13.2% |