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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 | $28,358 | $44,103-35.7% | $75,826-62.6% | $64,173-55.8% |
| Participation rate | 25.6% | 62.7%-37.2pp | 68.2%-42.6pp | 69.6%-44.0pp |
| Annual return | -7.69% | -4.72%-3.0pp | 1914.15%-1921.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $205 | $1,446-85.8% | $1,913-89.3% | $2,381-91.4% |
| Participant deferral / active EE | $889 | $2,204-59.7% | $2,862-68.9% | $3,470-74.4% |
| Admin fee / account holder | $9,626 | $3,506+174.5% | $4,726+103.7% | $4,887+97.0% |