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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 | $22,612 | $78,694-71.3% | $67,652-66.6% | $125,389-82.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -2.75% | 9.46%-12.2pp | 6625.40%-6628.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,930 | $4,292-55.0% | $3,560-45.8% | $5,352-63.9% |
| Admin fee / account holder | $3,514 | $7,403-52.5% | $4,821-27.1% | $9,541-63.2% |