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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 | $23,499 | $45,566-48.4% | $64,105-63.3% | $59,633-60.6% |
| Participation rate | 33.3% | 60.2%-26.8pp | 68.2%-34.8pp | 68.7%-35.3pp |
| Annual return | -1.97% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $4 | $934-99.6% | $1,820-99.8% | $2,203-99.8% |
| Participant deferral / active EE | $938 | $2,057-54.4% | $2,822-66.8% | $3,192-70.6% |
| Admin fee / account holder | $3,589 | $3,268+9.9% | $4,499-20.2% | $4,297-16.5% |