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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 | $42,259 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-84.6% |
| Participation rate | 63.2% | 74.1%-10.9pp | 68.4%-5.2pp | 83.0%-19.9pp |
| Annual return | 4.79% | 2.55%+2.2pp | 5.24%-0.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,272 | $2,962-23.3% | $2,591-12.3% | $5,287-57.0% |
| Admin fee / account holder | $743 | $3,725-80.1% | $2,903-74.4% | $10,133-92.7% |