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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 | $36,673 | $75,832-51.6% | $147,618-75.2% | $59,633-38.5% |
| Participation rate | 63.2% | 71.6%-8.4pp | 84.6%-21.5pp | 68.7%-5.5pp |
| Annual return | -2.17% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $282 | $3,485-91.9% | $5,565-94.9% | $2,203-87.2% |
| Participant deferral / active EE | $2,044 | $3,131-34.7% | $4,895-58.2% | $3,192-35.9% |
| Admin fee / account holder | $997 | $5,986-83.4% | $11,612-91.4% | $4,297-76.8% |