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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 | $5,119 | $69,118-92.6% | $53,647-90.5% | $138,895-96.3% |
| Participation rate | 20.8% | 64.0%-43.1pp | 56.3%-35.4pp | 79.9%-59.1pp |
| Annual return | 11.69% | 248.26%-236.6pp | 358.33%-346.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $371 | $2,274-83.7% | $1,813-79.6% | $6,396-94.2% |
| Admin fee / account holder | $1,267 | $2,724-53.5% | $2,460-48.5% | $12,562-89.9% |