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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 | $2,640 | $67,823-96.1% | $52,425-95.0% | $137,256-98.1% |
| Participation rate | 21.4% | 63.9%-42.5pp | 55.6%-34.2pp | 80.0%-58.5pp |
| Annual return | 9.83% | 219.11%-209.3pp | 302.12%-292.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $610 | $2,288-73.4% | $1,790-66.0% | $6,407-90.5% |
| Admin fee / account holder | $900 | $2,844-68.4% | $2,495-63.9% | $12,270-92.7% |