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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 | $19,678 | $60,119-67.3% | $90,430-78.2% | $79,858-75.4% |
| Participation rate | 58.1% | 65.0%-6.9pp | 72.7%-14.6pp | 69.6%-11.6pp |
| Annual return | 314.09% | 71.94%+242.2pp | 1293.73%-979.6pp | 31.72%+282.4pp |
| Employer contribution / active EE | $1 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,711 | $2,938-41.8% | $3,963-56.8% | $3,740-54.3% |
| Admin fee / account holder | $939 | $3,976-76.4% | $5,613-83.3% | $5,306-82.3% |