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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 | $9,112 | $67,823-86.6% | $52,425-82.6% | $137,256-93.4% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 10.48% | 219.11%-208.6pp | 302.12%-291.6pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $333 | $2,288-85.4% | $1,790-81.4% | $6,407-94.8% |
| Admin fee / account holder | $654 | $2,844-77.0% | $2,495-73.8% | $12,270-94.7% |