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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 | $45,464 | $75,962-40.1% | $154,108-70.5% | $64,173-29.2% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -0.72% | 30.32%-31.0pp | 735.21%-735.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $222 | $3,350-93.4% | $5,298-95.8% | $2,381-90.7% |
| Participant deferral / active EE | $2,783 | $3,175-12.3% | $5,081-45.2% | $3,470-19.8% |
| Admin fee / account holder | $9,477 | $5,589+69.6% | $13,411-29.3% | $4,887+93.9% |