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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 | $1,428 | $69,118-97.9% | $53,647-97.3% | $138,895-99.0% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 0.00% | 248.26%-248.3pp | 358.33%-358.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $578 | $2,274-74.6% | $1,813-68.1% | $6,396-91.0% |
| Admin fee / account holder | $342 | $2,724-87.4% | $2,460-86.1% | $12,562-97.3% |