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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 | $40,572 | $45,566-11.0% | $64,105-36.7% | $59,633-32.0% |
| Participation rate | 23.1% | 60.2%-37.1pp | 68.2%-45.1pp | 68.7%-45.6pp |
| Annual return | -1.64% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $902 | $2,057-56.2% | $2,822-68.1% | $3,192-71.8% |
| Admin fee / account holder | $9,477 | $3,268+190.0% | $4,499+110.6% | $4,297+120.6% |