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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 | $6,555 | $104,650-93.7% | $83,854-92.2% | $155,188-95.8% |
| Participation rate | 7.7% | 65.1%-57.4pp | 59.1%-51.4pp | 80.8%-73.1pp |
| Annual return | 18.50% | 28.97%-10.5pp | 31.39%-12.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $352 | $2,367-85.1% | $2,035-82.7% | $6,531-94.6% |
| Admin fee / account holder | $1,107 | $3,518-68.5% | $3,197-65.4% | $14,480-92.4% |