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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 | $74,205 | $118,877-37.6% | $96,570-23.2% | $167,536-55.7% |
| Participation rate | 18.2% | 75.5%-57.3pp | 69.8%-51.6pp | 82.1%-63.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $464 | $3,121-85.1% | $2,357-80.3% | $4,839-90.4% |
| Participant deferral / active EE | $2,080 | $4,617-54.9% | $3,849-46.0% | $6,342-67.2% |
| Admin fee / account holder | $533 | $8,069-93.4% | $6,182-91.4% | $12,315-95.7% |