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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 | $2,953 | $67,823-95.6% | $52,425-94.4% | $137,256-97.8% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 13.06% | 219.11%-206.0pp | 302.12%-289.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $278 | $2,288-87.9% | $1,790-84.5% | $6,407-95.7% |
| Admin fee / account holder | $564 | $2,844-80.2% | $2,495-77.4% | $12,270-95.4% |