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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 | $24,817 | $75,962-67.3% | $154,111-83.9% | $64,173-61.3% |
| Participation rate | 21.1% | 70.4%-49.4pp | 83.0%-62.0pp | 69.6%-48.5pp |
| Annual return | -6.41% | 30.32%-36.7pp | 735.18%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $53 | $3,350-98.4% | $5,298-99.0% | $2,381-97.8% |
| Participant deferral / active EE | $1,936 | $3,175-39.0% | $5,081-61.9% | $3,470-44.2% |
| Admin fee / account holder | $531 | $5,589-90.5% | $13,411-96.0% | $4,887-89.1% |