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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 | $45,949 | $54,355-15.5% | $82,744-44.5% | $68,486-32.9% |
| Participation rate | 8.6% | 63.9%-55.4pp | 72.6%-64.0pp | 67.9%-59.3pp |
| Annual return | -0.07% | -13.67%+13.6pp | 702.22%-702.3pp | -7.85%+7.8pp |
| Employer contribution / active EE | $70 | $2,219-96.9% | $3,008-97.7% | $2,597-97.3% |
| Participant deferral / active EE | $1,543 | $3,246-52.5% | $4,395-64.9% | $4,028-61.7% |
| Admin fee / account holder | $1,948 | $4,397-55.7% | $5,325-63.4% | $5,404-64.0% |