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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 | $17,280 | $49,976-65.4% | $66,674-74.1% | $82,637-79.1% |
| Participation rate | 59.6% | 63.1%-3.5pp | 73.7%-14.1pp | 68.1%-8.4pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,618 | $2,847-8.0% | $4,084-35.9% | $4,126-36.5% |
| Admin fee / account holder | $344 | $4,594-92.5% | $5,098-93.3% | $7,339-95.3% |