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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 | $31,878 | $56,199-43.3% | $67,652-52.9% | $59,632-46.5% |
| Participation rate | 69.6% | 71.5%-1.9pp | 75.7%-6.1pp | 68.7%+0.9pp |
| Annual return | 0.26% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $312 | $1,614-80.7% | $2,266-86.2% | $2,203-85.8% |
| Participant deferral / active EE | $1,543 | $2,844-45.8% | $3,560-56.7% | $3,192-51.7% |
| Admin fee / account holder | $1,137 | $3,958-71.3% | $4,821-76.4% | $4,297-73.6% |