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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 | $11,462 | $81,358-85.9% | $155,556-92.6% | $80,959-85.8% |
| Participation rate | 25.5% | 66.3%-40.8pp | 78.2%-52.8pp | 67.7%-42.2pp |
| Annual return | 1467.69% | 33.39%+1434.3pp | 64.84%+1402.8pp | 35.67%+1432.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,849 | $3,455-46.5% | $5,631-67.2% | $4,300-57.0% |
| Admin fee / account holder | $316 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |