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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 | $36,692 | $78,694-53.4% | $67,653-45.8% | $125,388-70.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -0.30% | 9.46%-9.8pp | 6625.22%-6625.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $266 | $3,044-91.3% | $2,266-88.3% | $4,866-94.5% |
| Participant deferral / active EE | $1,381 | $4,292-67.8% | $3,560-61.2% | $5,352-74.2% |
| Admin fee / account holder | $11,896 | $7,403+60.7% | $4,821+146.7% | $9,541+24.7% |