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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 | $22,035 | $75,962-71.0% | $154,108-85.7% | $64,173-65.7% |
| Participation rate | 43.4% | 70.4%-27.0pp | 83.0%-39.6pp | 69.6%-26.2pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $328 | $3,350-90.2% | $5,298-93.8% | $2,381-86.2% |
| Participant deferral / active EE | $1,820 | $3,175-42.7% | $5,081-64.2% | $3,470-47.5% |
| Admin fee / account holder | $2,462 | $5,589-55.9% | $13,411-81.6% | $4,887-49.6% |