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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 | $17,814 | $75,832-76.5% | $147,617-87.9% | $59,633-70.1% |
| Participation rate | 10.8% | 71.6%-60.8pp | 84.6%-73.8pp | 68.7%-57.9pp |
| Annual return | -2.36% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $862 | $3,131-72.4% | $4,895-82.4% | $3,192-73.0% |
| Admin fee / account holder | $1,453 | $5,986-75.7% | $11,612-87.5% | $4,297-66.2% |