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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 | $7,408 | $34,316-78.4% | $74,722-90.1% | $72,975-89.8% |
| Participation rate | 43.8% | 42.4%+1.3pp | 54.5%-10.7pp | 69.5%-25.7pp |
| Annual return | 19.78% | 26.58%-6.8pp | 753.11%-733.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $105 | $692-84.8% | $1,084-90.3% | $2,440-95.7% |
| Participant deferral / active EE | $601 | $1,272-52.8% | $1,963-69.4% | $3,608-83.3% |
| Admin fee / account holder | $698 | $2,125-67.1% | $3,335-79.1% | $5,124-86.4% |