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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 | $24,178 | $78,694-69.3% | $67,653-64.3% | $125,388-80.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -0.73% | 9.46%-10.2pp | 6625.22%-6625.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $346 | $3,044-88.6% | $2,266-84.7% | $4,866-92.9% |
| Participant deferral / active EE | $1,938 | $4,292-54.8% | $3,560-45.6% | $5,352-63.8% |
| Admin fee / account holder | $380 | $7,403-94.9% | $4,821-92.1% | $9,541-96.0% |