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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 | $62,319 | $82,630-24.6% | $64,105-2.8% | $125,389-50.3% |
| Participation rate | 27.8% | 75.9%-48.1pp | 68.2%-40.4pp | 83.2%-55.4pp |
| Annual return | -0.55% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $131 | $2,671-95.1% | $1,820-92.8% | $4,866-97.3% |
| Participant deferral / active EE | $865 | $3,608-76.0% | $2,822-69.3% | $5,352-83.8% |
| Admin fee / account holder | $508 | $6,382-92.0% | $4,499-88.7% | $9,541-94.7% |