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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 | $9,373 | $29,051-67.7% | $52,425-82.1% | $67,986-86.2% |
| Participation rate | 8.2% | 30.4%-22.2pp | 55.6%-47.4pp | 57.2%-49.0pp |
| Annual return | 14.60% | 24.00%-9.4pp | 302.12%-287.5pp | 31.67%-17.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $201 | $873-77.0% | $1,790-88.8% | $3,358-94.0% |
| Admin fee / account holder | $3,558 | $2,113+68.4% | $2,495+42.6% | $3,203+11.1% |