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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 | $29,676 | $134,001-77.9% | $112,258-73.6% | $134,509-77.9% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -14.70% | 47.15%-61.8pp | 27.47%-42.2pp | 418.13%-432.8pp |
| Employer contribution / active EE | $720 | $4,039-82.2% | $3,636-80.2% | $4,741-84.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $31,500 | $7,491+320.5% | $6,411+391.3% | $11,427+175.7% |