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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 | $16,358 | $75,832-78.4% | $147,617-88.9% | $59,633-72.6% |
| Participation rate | 59.6% | 71.6%-12.0pp | 84.6%-25.0pp | 68.7%-9.1pp |
| Annual return | 0.18% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $191 | $3,485-94.5% | $5,564-96.6% | $2,203-91.3% |
| Participant deferral / active EE | $1,130 | $3,131-63.9% | $4,895-76.9% | $3,192-64.6% |
| Admin fee / account holder | $8,569 | $5,986+43.2% | $11,612-26.2% | $4,297+99.4% |