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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 | $59,723 | $78,694-24.1% | $67,652-11.7% | $125,389-52.4% |
| Participation rate | 54.5% | 78.8%-24.3pp | 75.7%-21.1pp | 83.2%-28.6pp |
| Annual return | -1.49% | 9.46%-10.9pp | 6625.40%-6626.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $169 | $3,044-94.5% | $2,266-92.5% | $4,866-96.5% |
| Participant deferral / active EE | $1,689 | $4,292-60.6% | $3,560-52.6% | $5,352-68.4% |
| Admin fee / account holder | $2,499 | $7,403-66.2% | $4,821-48.2% | $9,541-73.8% |