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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 | $35,087 | $75,832-53.7% | $147,617-76.2% | $59,633-41.2% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | -0.10% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $326 | $3,485-90.6% | $5,564-94.1% | $2,203-85.2% |
| Participant deferral / active EE | $1,683 | $3,131-46.2% | $4,895-65.6% | $3,192-47.3% |
| Admin fee / account holder | $674 | $5,986-88.7% | $11,612-94.2% | $4,297-84.3% |