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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 | $1,249 | $76,522-98.4% | $56,033-97.8% | $145,884-99.1% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 7.02% | 3014.28%-3007.3pp | 1711.38%-1704.4pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $503 | $2,624-80.8% | $1,954-74.2% | $6,690-92.5% |
| Admin fee / account holder | $2,742 | $3,328-17.6% | $2,827-3.0% | $13,392-79.5% |