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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 | $23,580 | $39,798-40.8% | $67,704-65.2% | $59,633-60.5% |
| Participation rate | 64.3% | 57.4%+6.9pp | 67.5%-3.2pp | 68.7%-4.4pp |
| Annual return | -1.43% | 89.94%-91.4pp | 25.41%-26.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $123 | $1,393-91.2% | $2,559-95.2% | $2,203-94.4% |
| Participant deferral / active EE | $1,125 | $2,335-51.8% | $3,585-68.6% | $3,192-64.8% |
| Admin fee / account holder | $2,865 | $3,212-10.8% | $4,255-32.7% | $4,297-33.3% |