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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 | $1,583 | $76,522-97.9% | $56,033-97.2% | $145,884-98.9% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 23.39% | 3014.28%-2990.9pp | 1711.38%-1688.0pp | 551.85%-528.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,107 | $2,624-57.8% | $1,954-43.3% | $6,690-83.4% |
| Admin fee / account holder | $358 | $3,328-89.2% | $2,827-87.3% | $13,392-97.3% |