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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 | $2,887 | $29,736-90.3% | $56,033-94.8% | $80,935-96.4% |
| Participation rate | 24.6% | 41.7%-17.1pp | 52.5%-27.9pp | 67.7%-43.1pp |
| Annual return | 14.21% | 35.28%-21.1pp | 1711.38%-1697.2pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $470 | $1,228-61.7% | $1,954-75.9% | $4,299-89.1% |
| Admin fee / account holder | $324 | $2,434-86.7% | $2,827-88.5% | $6,924-95.3% |