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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 | $22,347 | $75,832-70.5% | $147,617-84.9% | $59,633-62.5% |
| Participation rate | 15.0% | 71.6%-56.6pp | 84.6%-69.6pp | 68.7%-53.7pp |
| Annual return | -1.77% | 0.37%-2.1pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $33 | $3,485-99.1% | $5,564-99.4% | $2,203-98.5% |
| Participant deferral / active EE | $1,377 | $3,131-56.0% | $4,895-71.9% | $3,192-56.9% |
| Admin fee / account holder | $1,972 | $5,986-67.1% | $11,612-83.0% | $4,297-54.1% |