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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 | $21,240 | $44,850-52.6% | $60,547-64.9% | $59,633-64.4% |
| Participation rate | 42.6% | 59.5%-16.9pp | 68.0%-25.4pp | 68.7%-26.1pp |
| Annual return | -2.46% | 1074.14%-1076.6pp | 335.64%-338.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $950 | $2,230-57.4% | $3,328-71.4% | $3,192-70.2% |
| Admin fee / account holder | $412 | $3,635-88.7% | $4,536-90.9% | $4,297-90.4% |