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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 | $21,884 | $82,630-73.5% | $64,105-65.9% | $125,389-82.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -2.50% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $824 | $3,608-77.2% | $2,822-70.8% | $5,352-84.6% |
| Admin fee / account holder | $1,143 | $6,382-82.1% | $4,499-74.6% | $9,541-88.0% |