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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 | $7,417 | $70,121-89.4% | $63,803-88.4% | $138,895-94.7% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 18.89% | 946.48%-927.6pp | 543.72%-524.8pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,306 | $4,535-49.2% | $3,843-40.0% | $6,396-64.0% |
| Admin fee / account holder | $446 | $6,738-93.4% | $5,196-91.4% | $12,562-96.4% |