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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 | $24,370 | $75,962-67.9% | $154,108-84.2% | $64,173-62.0% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | -5.95% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $224 | $3,350-93.3% | $5,298-95.8% | $2,381-90.6% |
| Participant deferral / active EE | $1,021 | $3,175-67.9% | $5,081-79.9% | $3,470-70.6% |
| Admin fee / account holder | $2,891 | $5,589-48.3% | $13,411-78.4% | $4,887-40.8% |