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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 | $3,775 | $51,638-92.7% | $68,368-94.5% | $82,448-95.4% |
| Participation rate | 35.2% | 63.6%-28.4pp | 73.8%-38.6pp | 68.1%-32.9pp |
| Annual return | 52.02% | 37.53%+14.5pp | 292.57%-240.6pp | 41.64%+10.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $714 | $2,914-75.5% | $4,123-82.7% | $4,139-82.7% |
| Admin fee / account holder | $348 | $4,643-92.5% | $5,150-93.2% | $7,234-95.2% |