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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 | $24,697 | $32,117-23.1% | $71,089-65.3% | $64,173-61.5% |
| Participation rate | 34.1% | 42.7%-8.6pp | 54.6%-20.5pp | 69.6%-35.4pp |
| Annual return | -7.48% | -5.57%-1.9pp | 650.65%-658.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $487 | $1,263-61.4% | $1,873-74.0% | $3,470-86.0% |
| Admin fee / account holder | $361 | $2,759-86.9% | $3,082-88.3% | $4,887-92.6% |