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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 | $19,926 | $78,694-74.7% | $67,652-70.5% | $125,393-84.1% |
| Participation rate | 38.5% | 78.8%-40.3pp | 75.7%-37.2pp | 83.2%-44.7pp |
| Annual return | -0.61% | 9.46%-10.1pp | 6625.04%-6625.7pp | 282.23%-282.8pp |
| Employer contribution / active EE | $52 | $3,044-98.3% | $2,266-97.7% | $4,866-98.9% |
| Participant deferral / active EE | $1,312 | $4,292-69.4% | $3,560-63.2% | $5,351-75.5% |
| Admin fee / account holder | $1,456 | $7,403-80.3% | $4,821-69.8% | $9,541-84.7% |