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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 | $7,663 | $68,097-88.7% | $62,929-87.8% | $137,256-94.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 19.37% | 1859.11%-1839.7pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $45 | $2,811-98.4% | $2,505-98.2% | $4,156-98.9% |
| Participant deferral / active EE | $963 | $4,553-78.8% | $3,888-75.2% | $6,407-85.0% |
| Admin fee / account holder | $329 | $6,521-95.0% | $5,065-93.5% | $12,270-97.3% |