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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 | $20,733 | $45,566-54.5% | $64,105-67.7% | $59,633-65.2% |
| Participation rate | 59.3% | 60.2%-0.9pp | 68.2%-8.9pp | 68.7%-9.4pp |
| Annual return | -2.33% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $77 | $934-91.7% | $1,820-95.7% | $2,203-96.5% |
| Participant deferral / active EE | $1,619 | $2,057-21.3% | $2,822-42.6% | $3,192-49.3% |
| Admin fee / account holder | $3,974 | $3,268+21.6% | $4,499-11.7% | $4,297-7.5% |