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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 | $2,290 | $29,733-92.3% | $56,025-95.9% | $80,959-97.2% |
| Participation rate | 31.0% | 41.7%-10.7pp | 52.5%-21.5pp | 67.7%-36.6pp |
| Annual return | 12.81% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $816 | $1,229-33.6% | $1,955-58.2% | $4,300-81.0% |
| Admin fee / account holder | $12,095 | $2,434+397.0% | $2,828+327.6% | $6,925+74.6% |