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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 | $24,478 | $69,774-64.9% | $67,575-63.8% | $74,459-67.1% |
| Participation rate | 36.9% | 71.4%-34.5pp | 72.9%-36.0pp | 67.2%-30.3pp |
| Annual return | 16.08% | -40.53%+56.6pp | 3528.98%-3512.9pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $641 | $2,710-76.3% | $2,736-76.6% | $2,626-75.6% |
| Participant deferral / active EE | $1,222 | $3,636-66.4% | $4,003-69.5% | $4,350-71.9% |
| Admin fee / account holder | $3,193 | $890+258.9% | $3,993-20.0% | $1,945+64.2% |