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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 | $6,991 | $57,590-87.9% | $86,233-91.9% | $82,448-91.5% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 17.28% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $840 | $3,080-72.7% | $4,559-81.6% | $4,139-79.7% |
| Admin fee / account holder | $432 | $4,730-90.9% | $8,342-94.8% | $7,234-94.0% |