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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 | $21,952 | $39,162-43.9% | $100,671-78.2% | $59,633-63.2% |
| Participation rate | 24.4% | 55.9%-31.4pp | 70.7%-46.3pp | 68.7%-44.2pp |
| Annual return | -1.71% | 21.07%-22.8pp | 20.43%-22.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $175 | $1,151-84.8% | $4,012-95.6% | $2,203-92.1% |
| Participant deferral / active EE | $761 | $1,992-61.8% | $3,144-75.8% | $3,192-76.2% |
| Admin fee / account holder | $8,561 | $2,969+188.3% | $4,850+76.5% | $4,297+99.2% |