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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 | $8,288 | $76,522-89.2% | $56,033-85.2% | $145,884-94.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.76% | 3014.28%-3002.5pp | 1711.38%-1699.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $229 | $2,624-91.3% | $1,954-88.3% | $6,690-96.6% |
| Admin fee / account holder | $3,318 | $3,328-0.3% | $2,827+17.4% | $13,392-75.2% |