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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 | $6,016 | $76,522-92.1% | $56,033-89.3% | $145,884-95.9% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 11.35% | 3014.28%-3002.9pp | 1711.38%-1700.0pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,178 | $2,624+21.1% | $1,954+62.7% | $6,690-52.5% |
| Admin fee / account holder | $2,126 | $3,328-36.1% | $2,827-24.8% | $13,392-84.1% |