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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 | $23,882 | $52,519-54.5% | $155,789-84.7% | $59,633-60.0% |
| Participation rate | 64.2% | 61.7%+2.5pp | 76.1%-11.9pp | 68.7%-4.5pp |
| Annual return | 0.17% | 53.51%-53.3pp | 71.54%-71.4pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $156 | $1,589-90.2% | $3,839-95.9% | $2,203-92.9% |
| Participant deferral / active EE | $1,669 | $3,084-45.9% | $4,798-65.2% | $3,192-47.7% |
| Admin fee / account holder | $844 | $3,540-76.2% | $7,477-88.7% | $4,297-80.4% |