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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 | $13,652 | $48,300-71.7% | $40,145,923-100.0% | $62,881-78.3% |
| Participation rate | 36.0% | 62.0%-26.0pp | 68.4%-32.4pp | 69.3%-33.3pp |
| Annual return | 8.59% | 6.95%+1.6pp | 5.24%+3.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $890 | $2,388-62.7% | $2,591-65.6% | $3,203-72.2% |
| Admin fee / account holder | $631 | $2,919-78.4% | $2,903-78.3% | $4,296-85.3% |