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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 | $16,636 | $34,932-52.4% | $56,441-70.5% | $74,546-77.7% |
| Participation rate | 34.8% | 32.9%+1.9pp | 52.5%-17.7pp | 67.2%-32.4pp |
| Annual return | 58.84% | 24.90%+33.9pp | 1704.21%-1645.4pp | 1366.03%-1307.2pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,281 | $1,173+94.5% | $1,953+16.8% | $4,347-47.5% |
| Admin fee / account holder | $1,077 | $2,359-54.3% | $2,829-61.9% | $1,944-44.6% |