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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 | $94,439-97.2% | $73,658-96.4% | $154,746-98.3% |
| Participation rate | 21.4% | 64.7%-43.2pp | 57.0%-35.6pp | 80.7%-59.3pp |
| Annual return | 9.83% | 28.25%-18.4pp | 29.72%-19.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $610 | $2,527-75.9% | $2,062-70.4% | $6,730-90.9% |
| Admin fee / account holder | $900 | $3,843-76.6% | $3,357-73.2% | $14,365-93.7% |