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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 | $6,738 | $58,258-88.4% | $81,820-91.8% | $80,925-91.7% |
| Participation rate | 51.4% | 63.5%-12.1pp | 72.4%-21.0pp | 67.7%-16.3pp |
| Annual return | 28.23% | 41.76%-13.5pp | 777.93%-749.7pp | 35.65%-7.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,173 | $3,284-33.8% | $4,323-49.7% | $4,299-49.4% |
| Admin fee / account holder | $580 | $4,976-88.4% | $7,391-92.2% | $6,940-91.6% |