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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 | $7,202 | $34,316-79.0% | $74,723-90.4% | $72,976-90.1% |
| Participation rate | 44.7% | 42.4%+2.3pp | 54.5%-9.8pp | 69.5%-24.8pp |
| Annual return | 19.79% | 26.58%-6.8pp | 753.18%-733.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $531 | $1,272-58.2% | $1,962-72.9% | $3,608-85.3% |
| Admin fee / account holder | $796 | $2,125-62.5% | $3,335-76.1% | $5,124-84.5% |