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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 | $25,873 | $52,519-50.7% | $155,789-83.4% | $59,633-56.6% |
| Participation rate | 51.9% | 61.7%-9.8pp | 76.1%-24.2pp | 68.7%-16.7pp |
| Annual return | -1.79% | 53.51%-55.3pp | 71.54%-73.3pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,343 | $3,084+8.4% | $4,798-30.3% | $3,192+4.7% |
| Admin fee / account holder | $2,514 | $3,540-29.0% | $7,477-66.4% | $4,297-41.5% |