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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 | $54,562 | $82,630-34.0% | $64,105-14.9% | $125,389-56.5% |
| Participation rate | 38.1% | 75.9%-37.8pp | 68.2%-30.1pp | 83.2%-45.1pp |
| Annual return | -1.17% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $191 | $2,671-92.9% | $1,820-89.5% | $4,866-96.1% |
| Participant deferral / active EE | $1,113 | $3,608-69.2% | $2,822-60.6% | $5,352-79.2% |
| Admin fee / account holder | $405 | $6,382-93.6% | $4,499-91.0% | $9,541-95.8% |