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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 | $20,727 | $82,630-74.9% | $64,105-67.7% | $125,389-83.5% |
| Participation rate | 45.5% | 75.9%-30.4pp | 68.2%-22.7pp | 83.2%-37.7pp |
| Annual return | -0.97% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $68 | $2,671-97.4% | $1,820-96.2% | $4,866-98.6% |
| Participant deferral / active EE | $870 | $3,608-75.9% | $2,822-69.2% | $5,352-83.7% |
| Admin fee / account holder | $6,148 | $6,382-3.7% | $4,499+36.6% | $9,541-35.6% |