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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 | $9,105 | $70,121-87.0% | $63,803-85.7% | $138,895-93.4% |
| Participation rate | 56.5% | 77.2%-20.7pp | 72.7%-16.2pp | 79.9%-23.4pp |
| Annual return | 15.18% | 946.48%-931.3pp | 543.72%-528.5pp | 145.39%-130.2pp |
| Employer contribution / active EE | $239 | $2,882-91.7% | $2,532-90.6% | $4,194-94.3% |
| Participant deferral / active EE | $1,462 | $4,535-67.8% | $3,843-62.0% | $6,396-77.1% |
| Admin fee / account holder | $1,627 | $6,738-75.8% | $5,196-68.7% | $12,562-87.0% |