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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 | $5,646 | $29,736-81.0% | $56,033-89.9% | $80,935-93.0% |
| Participation rate | 22.9% | 41.7%-18.8pp | 52.5%-29.6pp | 67.7%-44.7pp |
| Annual return | 13.39% | 35.28%-21.9pp | 1711.38%-1698.0pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,608 | $1,228+30.9% | $1,954-17.7% | $4,299-62.6% |
| Admin fee / account holder | $614 | $2,434-74.8% | $2,827-78.3% | $6,924-91.1% |