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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 | $20,579 | $44,103-53.3% | $75,826-72.9% | $64,173-67.9% |
| Participation rate | 55.9% | 62.7%-6.8pp | 68.2%-12.3pp | 69.6%-13.6pp |
| Annual return | -5.93% | -4.72%-1.2pp | 1914.15%-1920.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,527 | $2,204-30.7% | $2,862-46.7% | $3,470-56.0% |
| Admin fee / account holder | $1,061 | $3,506-69.7% | $4,726-77.6% | $4,887-78.3% |