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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 | $12,551 | $81,331-84.6% | $155,534-91.9% | $80,935-84.5% |
| Participation rate | 33.8% | 66.3%-32.4pp | 78.2%-44.4pp | 67.7%-33.8pp |
| Annual return | 2338.95% | 33.37%+2305.6pp | 64.92%+2274.0pp | 35.66%+2303.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,561 | $3,454-54.8% | $5,630-72.3% | $4,299-63.7% |
| Admin fee / account holder | $3,588 | $7,999-55.1% | $15,900-77.4% | $6,924-48.2% |