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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 | $6,957 | $27,936-75.1% | $58,561-88.1% | $75,173-90.7% |
| Participation rate | 32.0% | 38.8%-6.8pp | 50.9%-18.9pp | 67.2%-35.2pp |
| Annual return | 16.21% | 44.21%-28.0pp | 4251.33%-4235.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $47 | $670-93.0% | $1,053-95.6% | $2,671-98.2% |
| Participant deferral / active EE | $744 | $1,202-38.1% | $1,923-61.3% | $4,126-82.0% |
| Admin fee / account holder | $1,287 | $1,727-25.5% | $2,520-48.9% | $5,651-77.2% |