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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 | $24,099 | $55,437-56.5% | $155,534-84.5% | $74,459-67.6% |
| Participation rate | 27.3% | 61.9%-34.6pp | 78.2%-50.9pp | 67.2%-40.0pp |
| Annual return | 0.00% | 269.58%-269.6pp | 64.92%-64.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $267 | $2,266-88.2% | $4,675-94.3% | $2,626-89.8% |
| Participant deferral / active EE | $1,265 | $2,837-55.4% | $5,630-77.5% | $4,350-70.9% |
| Admin fee / account holder | $5,350 | $1,742+207.0% | $15,900-66.4% | $1,945+175.1% |