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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 | $8,560 | $58,311-85.3% | $81,882-89.5% | $80,959-89.4% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.4%-41.6pp | 67.7%-36.9pp |
| Annual return | 14.83% | 41.85%-27.0pp | 779.47%-764.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $231 | $2,347-90.1% | $2,916-92.1% | $2,757-91.6% |
| Participant deferral / active EE | $787 | $3,287-76.1% | $4,323-81.8% | $4,300-81.7% |
| Admin fee / account holder | $454 | $4,752-90.5% | $7,360-93.8% | $6,925-93.4% |