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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 | $4,435 | $27,936-84.1% | $58,561-92.4% | $75,173-94.1% |
| Participation rate | 10.2% | 38.8%-28.6pp | 50.9%-40.7pp | 67.2%-57.0pp |
| Annual return | 31.10% | 44.21%-13.1pp | 4251.33%-4220.2pp | 160.72%-129.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $486 | $1,202-59.6% | $1,923-74.8% | $4,126-88.2% |
| Admin fee / account holder | $357 | $1,727-79.3% | $2,520-85.8% | $5,651-93.7% |