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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 | $14,954 | $111,830-86.6% | $93,696-84.0% | $145,884-89.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 7.93% | 204.08%-196.1pp | 133.74%-125.8pp | 551.85%-543.9pp |
| Employer contribution / active EE | $15 | $3,093-99.5% | $2,422-99.4% | $4,662-99.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,715 | $10,249-83.3% | $8,287-79.3% | $13,392-87.2% |