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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 | $9,771 | $29,670-67.1% | $56,054-82.6% | $80,911-87.9% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.6%-49.2pp |
| Annual return | 19.90% | 35.24%-15.3pp | 1705.95%-1686.0pp | 35.63%-15.7pp |
| Employer contribution / active EE | $34 | $670-94.9% | $1,039-96.7% | $2,756-98.8% |
| Participant deferral / active EE | $697 | $1,227-43.2% | $1,952-64.3% | $4,297-83.8% |
| Admin fee / account holder | $833 | $2,431-65.7% | $2,822-70.5% | $6,935-88.0% |