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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 | $11,992 | $30,732-61.0% | $59,496-79.8% | $59,633-79.9% |
| Participation rate | 40.8% | 43.2%-2.4pp | 54.6%-13.7pp | 68.7%-27.9pp |
| Annual return | -0.13% | 4.47%-4.6pp | 182.05%-182.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1 | $631-99.8% | $1,153-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $374 | $1,183-68.4% | $1,829-79.5% | $3,192-88.3% |
| Admin fee / account holder | $1,480 | $2,136-30.7% | $2,232-33.7% | $4,297-65.6% |