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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 | $31,733 | $69,708-54.5% | $67,560-53.0% | $74,478-57.4% |
| Participation rate | 25.4% | 71.4%-46.0pp | 72.9%-47.5pp | 67.2%-41.8pp |
| Annual return | 17.64% | -40.67%+58.3pp | 3533.50%-3515.9pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $590 | $2,715-78.3% | $2,737-78.4% | $2,626-77.5% |
| Participant deferral / active EE | $1,687 | $3,637-53.6% | $4,004-57.9% | $4,350-61.2% |
| Admin fee / account holder | $407 | $887-54.1% | $3,994-89.8% | $1,946-79.1% |