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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 | $2,439 | $72,071-96.6% | $68,368-96.4% | $137,256-98.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.0%-18.1pp |
| Annual return | 16.28% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3 | $2,788-99.9% | $2,649-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $1,684 | $4,410-61.8% | $4,123-59.1% | $6,407-73.7% |
| Admin fee / account holder | $1,563 | $5,336-70.7% | $5,150-69.7% | $12,270-87.3% |