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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 | $70,366-96.5% | $66,674-96.3% | $138,895-98.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.7%-11.8pp | 79.9%-18.0pp |
| Annual return | 16.28% | 386.41%-370.1pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3 | $2,765-99.9% | $2,620-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $1,684 | $4,374-61.5% | $4,084-58.8% | $6,396-73.7% |
| Admin fee / account holder | $1,563 | $5,262-70.3% | $5,098-69.3% | $12,562-87.6% |