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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 | $43,824 | $75,832-42.2% | $147,617-70.3% | $59,633-26.5% |
| Participation rate | 57.4% | 71.6%-14.2pp | 84.6%-27.2pp | 68.7%-11.3pp |
| Annual return | -1.90% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $147 | $3,485-95.8% | $5,564-97.4% | $2,203-93.3% |
| Participant deferral / active EE | $1,847 | $3,131-41.0% | $4,895-62.3% | $3,192-42.1% |
| Admin fee / account holder | $1,626 | $5,986-72.8% | $11,612-86.0% | $4,297-62.2% |