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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 | $5,136 | $28,624-82.1% | $53,647-90.4% | $82,637-93.8% |
| Participation rate | 66.7% | 47.3%+19.4pp | 56.3%+10.4pp | 68.1%-1.4pp |
| Annual return | 16.85% | 664.98%-648.1pp | 358.33%-341.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $605 | $1,196-49.4% | $1,813-66.6% | $4,126-85.3% |
| Admin fee / account holder | $1,076 | $2,022-46.8% | $2,460-56.3% | $7,339-85.3% |