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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 | $6,342 | $29,716-78.7% | $56,077-88.7% | $80,925-92.2% |
| Participation rate | 17.6% | 41.7%-24.1pp | 52.5%-34.9pp | 67.7%-50.0pp |
| Annual return | 13.72% | 35.30%-21.6pp | 1709.28%-1695.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $700 | $1,228-43.1% | $1,954-64.2% | $4,299-83.7% |
| Admin fee / account holder | $2,612 | $2,432+7.4% | $2,825-7.5% | $6,940-62.4% |