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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 | $53,511 | $93,098-42.5% | $77,081-30.6% | $134,509-60.2% |
| Participation rate | 5.9% | 74.5%-68.6pp | 67.9%-62.0pp | 81.2%-75.3pp |
| Annual return | -19.57% | 62.63%-82.2pp | 42.33%-61.9pp | 418.13%-437.7pp |
| Employer contribution / active EE | $203 | $3,419-94.1% | $2,813-92.8% | $4,741-95.7% |
| Participant deferral / active EE | $1,529 | $5,239-70.8% | $4,428-65.5% | $6,400-76.1% |
| Admin fee / account holder | $316 | $6,945-95.5% | $5,427-94.2% | $11,427-97.2% |