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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 | $5,888 | $47,105-87.5% | $68,368-91.4% | $67,986-91.3% |
| Participation rate | 33.3% | 51.8%-18.5pp | 73.8%-40.4pp | 57.2%-23.9pp |
| Annual return | 20.97% | 48.37%-27.4pp | 292.57%-271.6pp | 31.67%-10.7pp |
| Employer contribution / active EE | $99 | $1,859-94.7% | $2,649-96.3% | $2,019-95.1% |
| Participant deferral / active EE | $664 | $2,374-72.0% | $4,123-83.9% | $3,358-80.2% |
| Admin fee / account holder | $1,014 | $2,435-58.4% | $5,150-80.3% | $3,203-68.3% |