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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 | $18,042 | $29,667-39.2% | $56,441-68.0% | $80,874-77.7% |
| Participation rate | 3.1% | 41.7%-38.6pp | 52.5%-49.4pp | 67.6%-64.6pp |
| Annual return | 22.73% | 35.22%-12.5pp | 1704.21%-1681.5pp | 35.62%-12.9pp |
| Employer contribution / active EE | $23 | $669-96.6% | $1,039-97.8% | $2,756-99.2% |
| Participant deferral / active EE | $377 | $1,227-69.3% | $1,953-80.7% | $4,297-91.2% |
| Admin fee / account holder | $1,165 | $2,429-52.1% | $2,829-58.8% | $6,935-83.2% |