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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 | $29,565 | $82,630-64.2% | $64,105-53.9% | $125,388-76.4% |
| Participation rate | 58.3% | 75.9%-17.5pp | 68.2%-9.8pp | 83.2%-24.9pp |
| Annual return | -1.23% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $25 | $2,671-99.1% | $1,820-98.6% | $4,866-99.5% |
| Participant deferral / active EE | $1,861 | $3,608-48.4% | $2,822-34.0% | $5,352-65.2% |
| Admin fee / account holder | $17,381 | $6,382+172.4% | $4,499+286.3% | $9,541+82.2% |