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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 | $16,593 | $48,300-65.6% | $40,145,923-100.0% | $62,881-73.6% |
| Participation rate | 52.5% | 62.0%-9.6pp | 68.4%-15.9pp | 69.3%-16.8pp |
| Annual return | 6.80% | 6.95%-0.2pp | 5.24%+1.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $131 | $1,333-90.2% | $1,844-92.9% | $2,281-94.2% |
| Participant deferral / active EE | $891 | $2,388-62.7% | $2,591-65.6% | $3,203-72.2% |
| Admin fee / account holder | $1,037 | $2,919-64.5% | $2,903-64.3% | $4,296-75.8% |