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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 | $4,525 | $116,167-96.1% | $64,489-93.0% | $137,256-96.7% |
| Participation rate | 20.0% | 68.2%-48.2pp | 67.7%-47.7pp | 80.0%-60.0pp |
| Annual return | 8.87% | 36.55%-27.7pp | 55.03%-46.2pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $493 | $4,215-88.3% | $2,778-82.3% | $6,407-92.3% |
| Admin fee / account holder | $1,761 | $6,188-71.5% | $4,260-58.7% | $12,270-85.7% |