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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 | $5,630 | $29,733-81.1% | $56,025-90.0% | $80,959-93.0% |
| Participation rate | 8.8% | 41.7%-32.9pp | 52.5%-43.7pp | 67.7%-58.8pp |
| Annual return | 10.98% | 35.28%-24.3pp | 1712.69%-1701.7pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $253 | $1,229-79.4% | $1,955-87.0% | $4,300-94.1% |
| Admin fee / account holder | $2,248 | $2,434-7.6% | $2,828-20.5% | $6,925-67.5% |