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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 | $8,700 | $29,051-70.1% | $52,425-83.4% | $67,986-87.2% |
| Participation rate | 6.0% | 30.4%-24.4pp | 55.6%-49.6pp | 57.2%-51.2pp |
| Annual return | 19.44% | 24.00%-4.6pp | 302.12%-282.7pp | 31.67%-12.2pp |
| Employer contribution / active EE | $33 | $412-92.0% | $914-96.4% | $2,019-98.4% |
| Participant deferral / active EE | $218 | $873-75.0% | $1,790-87.8% | $3,358-93.5% |
| Admin fee / account holder | $1,055 | $2,113-50.1% | $2,495-57.7% | $3,203-67.1% |