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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 | $24,425 | $45,152-45.9% | $73,836-66.9% | $59,633-59.0% |
| Participation rate | 40.9% | 64.0%-23.1pp | 73.4%-32.5pp | 68.7%-27.8pp |
| Annual return | -1.29% | 27.40%-28.7pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,119 | $2,573-17.6% | $3,583-40.8% | $3,192-33.6% |
| Admin fee / account holder | $4,461 | $3,515+26.9% | $4,882-8.6% | $4,297+3.8% |