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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 | $6,501 | $70,366-90.8% | $66,674-90.2% | $138,895-95.3% |
| Participation rate | 6.7% | 76.2%-69.5pp | 73.7%-67.0pp | 79.9%-73.3pp |
| Annual return | 20.78% | 386.41%-365.6pp | 321.24%-300.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $596 | $4,374-86.4% | $4,084-85.4% | $6,396-90.7% |
| Admin fee / account holder | $436 | $5,262-91.7% | $5,098-91.4% | $12,562-96.5% |