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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 | $7,099 | $88,778-92.0% | $81,844-91.3% | $145,884-95.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 12.94% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $329 | $3,087-89.3% | $2,916-88.7% | $4,662-92.9% |
| Participant deferral / active EE | $730 | $4,648-84.3% | $4,323-83.1% | $6,690-89.1% |
| Admin fee / account holder | $741 | $8,430-91.2% | $7,355-89.9% | $13,392-94.5% |