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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 | $25,780 | $75,832-66.0% | $147,617-82.5% | $59,633-56.8% |
| Participation rate | 47.8% | 71.6%-23.7pp | 84.6%-36.8pp | 68.7%-20.8pp |
| Annual return | -2.37% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $254 | $3,485-92.7% | $5,564-95.4% | $2,203-88.5% |
| Participant deferral / active EE | $909 | $3,131-71.0% | $4,895-81.4% | $3,192-71.5% |
| Admin fee / account holder | $2,784 | $5,986-53.5% | $11,612-76.0% | $4,297-35.2% |