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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 | $6,566 | $29,736-77.9% | $56,033-88.3% | $80,935-91.9% |
| Participation rate | 25.5% | 41.7%-16.2pp | 52.5%-27.0pp | 67.7%-42.1pp |
| Annual return | 67.66% | 35.28%+32.4pp | 1711.38%-1643.7pp | 35.66%+32.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $498 | $1,228-59.4% | $1,954-74.5% | $4,299-88.4% |
| Admin fee / account holder | $1,019 | $2,434-58.1% | $2,827-63.9% | $6,924-85.3% |