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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 | $11,636 | $51,878-77.6% | $68,368-83.0% | $79,634-85.4% |
| Participation rate | 21.6% | 53.7%-32.1pp | 73.8%-52.2pp | 62.5%-40.9pp |
| Annual return | 18.61% | 137.43%-118.8pp | 292.57%-274.0pp | 36.46%-17.9pp |
| Employer contribution / active EE | $1 | $1,931-99.9% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $841 | $2,577-67.4% | $4,123-79.6% | $3,835-78.1% |
| Admin fee / account holder | $2,325 | $942+146.8% | $5,150-54.8% | $1,002+132.1% |