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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 | $8,326 | $25,723-67.6% | $69,182-88.0% | $55,167-84.9% |
| Participation rate | 22.4% | 39.4%-17.0pp | 55.1%-32.7pp | 69.0%-46.6pp |
| Annual return | 730.28% | 9.56%+720.7pp | -21.93%+752.2pp | 169.23%+561.0pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,197 | $963+24.3% | $1,897-36.9% | $3,054-60.8% |
| Admin fee / account holder | $523 | $365+43.6% | $2,697-80.6% | $504+3.9% |