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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 | $55,423-56.5% | $155,602-84.5% | $74,400-67.6% |
| Participation rate | 27.3% | 61.9%-34.6pp | 78.2%-50.9pp | 67.2%-39.9pp |
| Annual return | 0.00% | 269.07%-269.1pp | 64.81%-64.8pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $267 | $2,266-88.2% | $4,675-94.3% | $2,624-89.8% |
| Participant deferral / active EE | $1,265 | $2,835-55.4% | $5,629-77.5% | $4,348-70.9% |
| Admin fee / account holder | $5,350 | $1,744+206.7% | $15,923-66.4% | $1,944+175.3% |