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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 | $27,808 | $45,566-39.0% | $64,105-56.6% | $59,632-53.4% |
| Participation rate | 48.6% | 60.2%-11.5pp | 68.2%-19.5pp | 68.7%-20.0pp |
| Annual return | -1.22% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,614 | $2,057-21.5% | $2,822-42.8% | $3,192-49.4% |
| Admin fee / account holder | $4,594 | $3,268+40.6% | $4,499+2.1% | $4,297+6.9% |