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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 | $8,381 | $114,013-92.6% | $103,693-91.9% | $155,188-94.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.2pp | 80.8%-42.3pp |
| Annual return | 17.72% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2 | $3,131-99.9% | $2,920-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $1,116 | $4,970-77.6% | $4,579-75.6% | $6,531-82.9% |
| Admin fee / account holder | $1,065 | $8,407-87.3% | $7,858-86.5% | $14,480-92.6% |