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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 | $2,986 | $29,319-89.8% | $52,425-94.3% | $82,448-96.4% |
| Participation rate | 64.0% | 46.9%+17.1pp | 55.6%+8.4pp | 68.1%-4.1pp |
| Annual return | 14.77% | 535.20%-520.4pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,469 | $1,171+25.4% | $1,790-18.0% | $4,139-64.5% |
| Admin fee / account holder | $1,003 | $1,962-48.9% | $2,495-59.8% | $7,234-86.1% |