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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 | $9,023 | $81,749-89.0% | $58,544-84.6% | $139,456-93.5% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 9.04% | 7425.45%-7416.4pp | 4249.56%-4240.5pp | 373.45%-364.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $295 | $2,555-88.5% | $1,923-84.7% | $6,711-95.6% |
| Admin fee / account holder | $10,582 | $3,272+223.4% | $2,520+320.0% | $11,407-7.2% |