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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 | $51,465 | $95,895-46.3% | $79,576-35.3% | $134,509-61.7% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -1.51% | -2.72%+1.2pp | 0.15%-1.7pp | 418.13%-419.6pp |
| Employer contribution / active EE | $194 | $3,128-93.8% | $2,413-92.0% | $4,741-95.9% |
| Participant deferral / active EE | $1,147 | $4,693-75.6% | $3,985-71.2% | $6,400-82.1% |
| Admin fee / account holder | $402 | $9,129-95.6% | $6,834-94.1% | $11,427-96.5% |