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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 | $17,963 | $39,162-54.1% | $100,671-82.2% | $59,633-69.9% |
| Participation rate | 37.9% | 55.9%-17.9pp | 70.7%-32.8pp | 68.7%-30.7pp |
| Annual return | -1.73% | 21.07%-22.8pp | 20.43%-22.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $153 | $1,151-86.7% | $4,012-96.2% | $2,203-93.0% |
| Participant deferral / active EE | $970 | $1,992-51.3% | $3,144-69.1% | $3,192-69.6% |
| Admin fee / account holder | $1,152 | $2,969-61.2% | $4,850-76.2% | $4,297-73.2% |