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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 | $8,672 | $34,316-74.7% | $74,723-88.4% | $72,976-88.1% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.9pp | 69.5%-47.9pp |
| Annual return | 19.24% | 26.58%-7.3pp | 753.18%-733.9pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $394 | $1,272-69.0% | $1,962-79.9% | $3,608-89.1% |
| Admin fee / account holder | $1,208 | $2,125-43.1% | $3,335-63.8% | $5,124-76.4% |