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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 | $31,477 | $40,264-21.8% | $57,349-45.1% | $59,633-47.2% |
| Participation rate | 29.4% | 69.2%-39.7pp | 75.1%-45.7pp | 68.7%-39.3pp |
| Annual return | -1.22% | 27.51%-28.7pp | 24.40%-25.6pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $3 | $1,922-99.8% | $2,689-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,879 | $2,400-21.7% | $3,162-40.6% | $3,192-41.1% |
| Admin fee / account holder | $16,793 | $2,819+495.6% | $3,356+400.3% | $4,297+290.8% |