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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 | $8,005 | $29,051-72.4% | $52,425-84.7% | $67,986-88.2% |
| Participation rate | 5.2% | 30.4%-25.2pp | 55.6%-50.4pp | 57.2%-52.0pp |
| Annual return | 37.62% | 24.00%+13.6pp | 302.12%-264.5pp | 31.67%+6.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $242 | $873-72.2% | $1,790-86.5% | $3,358-92.8% |
| Admin fee / account holder | $1,701 | $2,113-19.5% | $2,495-31.8% | $3,203-46.9% |