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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 | $51,638-66.5% | $68,368-74.7% | $82,448-79.0% |
| Participation rate | 59.6% | 63.6%-4.0pp | 73.8%-14.1pp | 68.1%-8.5pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,618 | $2,914-10.1% | $4,123-36.5% | $4,139-36.7% |
| Admin fee / account holder | $344 | $4,643-92.6% | $5,150-93.3% | $7,234-95.2% |