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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 | $5,100 | $94,439-94.6% | $73,658-93.1% | $154,746-96.7% |
| Participation rate | 27.3% | 64.7%-37.4pp | 57.0%-29.8pp | 80.7%-53.4pp |
| Annual return | 11.69% | 28.25%-16.6pp | 29.72%-18.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $738 | $2,527-70.8% | $2,062-64.2% | $6,730-89.0% |
| Admin fee / account holder | $4,765 | $3,843+24.0% | $3,357+42.0% | $14,365-66.8% |