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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 | $53,454 | $75,832-29.5% | $147,618-63.8% | $59,633-10.4% |
| Participation rate | 13.5% | 71.6%-58.1pp | 84.6%-71.1pp | 68.7%-55.2pp |
| Annual return | -1.26% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $326 | $3,485-90.6% | $5,565-94.1% | $2,203-85.2% |
| Participant deferral / active EE | $1,355 | $3,131-56.7% | $4,895-72.3% | $3,192-57.6% |
| Admin fee / account holder | $668 | $5,986-88.8% | $11,612-94.3% | $4,297-84.5% |