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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 | $33,594 | $95,895-65.0% | $79,576-57.8% | $134,509-75.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -15.59% | -2.72%-12.9pp | 0.15%-15.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $3 | $3,128-99.9% | $2,413-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $1,919 | $4,693-59.1% | $3,985-51.9% | $6,400-70.0% |
| Admin fee / account holder | $14,286 | $9,129+56.5% | $6,834+109.0% | $11,427+25.0% |