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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 | $22,830 | $39,162-41.7% | $100,671-77.3% | $59,633-61.7% |
| Participation rate | 29.9% | 55.9%-26.0pp | 70.7%-40.9pp | 68.7%-38.8pp |
| Annual return | -2.08% | 21.07%-23.2pp | 20.43%-22.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $76 | $1,151-93.4% | $4,012-98.1% | $2,203-96.5% |
| Participant deferral / active EE | $963 | $1,992-51.7% | $3,144-69.4% | $3,192-69.8% |
| Admin fee / account holder | $3,954 | $2,969+33.2% | $4,850-18.5% | $4,297-8.0% |