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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 | $20,501 | $75,832-73.0% | $147,618-86.1% | $59,633-65.6% |
| Participation rate | 36.7% | 71.6%-34.9pp | 84.6%-48.0pp | 68.7%-32.0pp |
| Annual return | -0.98% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $156 | $3,485-95.5% | $5,565-97.2% | $2,203-92.9% |
| Participant deferral / active EE | $841 | $3,131-73.1% | $4,895-82.8% | $3,192-73.7% |
| Admin fee / account holder | $4,140 | $5,986-30.8% | $11,612-64.3% | $4,297-3.7% |