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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 | $29,055 | $40,275-27.9% | $57,356-49.3% | $59,633-51.3% |
| Participation rate | 56.8% | 69.1%-12.4pp | 75.1%-18.3pp | 68.7%-11.9pp |
| Annual return | -0.38% | 27.52%-27.9pp | 24.41%-24.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $81 | $1,921-95.8% | $2,689-97.0% | $2,203-96.3% |
| Participant deferral / active EE | $1,015 | $2,400-57.7% | $3,162-67.9% | $3,192-68.2% |
| Admin fee / account holder | $11,721 | $2,820+315.6% | $3,357+249.2% | $4,297+172.8% |