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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 | $13,637 | $44,850-69.6% | $60,547-77.5% | $59,633-77.1% |
| Participation rate | 68.3% | 59.5%+8.9pp | 68.0%+0.4pp | 68.7%-0.3pp |
| Annual return | -0.40% | 1074.14%-1074.5pp | 335.64%-336.0pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $169 | $1,462-88.4% | $2,419-93.0% | $2,203-92.3% |
| Participant deferral / active EE | $1,620 | $2,230-27.4% | $3,328-51.3% | $3,192-49.3% |
| Admin fee / account holder | $1,560 | $3,635-57.1% | $4,536-65.6% | $4,297-63.7% |