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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 | $24,156 | $32,117-24.8% | $71,086-66.0% | $64,173-62.4% |
| Participation rate | 41.2% | 42.7%-1.5pp | 54.7%-13.5pp | 69.6%-28.4pp |
| Annual return | -9.40% | -5.57%-3.8pp | 650.59%-660.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,518 | $1,263+20.2% | $1,874-19.0% | $3,470-56.2% |
| Admin fee / account holder | $608 | $2,759-78.0% | $3,082-80.3% | $4,887-87.6% |