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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 | $23,119 | $52,519-56.0% | $155,789-85.2% | $59,633-61.2% |
| Participation rate | 39.5% | 61.7%-22.2pp | 76.1%-36.6pp | 68.7%-29.1pp |
| Annual return | -1.40% | 53.51%-54.9pp | 71.54%-72.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,317 | $3,084-57.3% | $4,798-72.5% | $3,192-58.7% |
| Admin fee / account holder | $950 | $3,540-73.2% | $7,477-87.3% | $4,297-77.9% |