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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 | $47,005 | $78,694-40.3% | $67,652-30.5% | $125,389-62.5% |
| Participation rate | 53.3% | 78.8%-25.5pp | 75.7%-22.3pp | 83.2%-29.9pp |
| Annual return | -0.03% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $424 | $3,044-86.1% | $2,266-81.3% | $4,866-91.3% |
| Participant deferral / active EE | $1,651 | $4,292-61.5% | $3,560-53.6% | $5,352-69.2% |
| Admin fee / account holder | $768 | $7,403-89.6% | $4,821-84.1% | $9,541-91.9% |