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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 | $2,072 | $67,823-96.9% | $52,425-96.0% | $137,256-98.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 24.94% | 219.11%-194.2pp | 302.12%-277.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $836 | $2,288-63.5% | $1,790-53.3% | $6,407-87.0% |
| Admin fee / account holder | $343 | $2,844-87.9% | $2,495-86.2% | $12,270-97.2% |