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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 | $6,856 | $69,118-90.1% | $53,647-87.2% | $138,895-95.1% |
| Participation rate | 11.1% | 64.0%-52.9pp | 56.3%-45.2pp | 79.9%-68.8pp |
| Annual return | 15.23% | 248.26%-233.0pp | 358.33%-343.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $239 | $2,274-89.5% | $1,813-86.8% | $6,396-96.3% |
| Admin fee / account holder | $1,480 | $2,724-45.7% | $2,460-39.8% | $12,562-88.2% |