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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 | $27,485 | $49,177-44.1% | $79,466-65.4% | $64,173-57.2% |
| Participation rate | 21.3% | 65.0%-43.8pp | 73.3%-52.1pp | 69.6%-48.3pp |
| Annual return | -5.14% | -1.16%-4.0pp | 718.28%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $71 | $2,076-96.6% | $2,800-97.5% | $2,381-97.0% |
| Participant deferral / active EE | $1,286 | $2,821-54.4% | $3,704-65.3% | $3,470-62.9% |
| Admin fee / account holder | $4,682 | $3,839+22.0% | $5,104-8.3% | $4,887-4.2% |