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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 | $27,689 | $75,962-63.5% | $154,108-82.0% | $64,173-56.9% |
| Participation rate | 37.3% | 70.4%-33.1pp | 83.0%-45.7pp | 69.6%-32.2pp |
| Annual return | -3.72% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $282 | $3,350-91.6% | $5,298-94.7% | $2,381-88.2% |
| Participant deferral / active EE | $887 | $3,175-72.1% | $5,081-82.5% | $3,470-74.4% |
| Admin fee / account holder | $1,076 | $5,589-80.7% | $13,411-92.0% | $4,887-78.0% |