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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 | $43,660 | $32,117+35.9% | $71,086-38.6% | $64,181-32.0% |
| Participation rate | 13.5% | 42.7%-29.2pp | 54.7%-41.1pp | 69.6%-56.1pp |
| Annual return | -8.38% | -5.57%-2.8pp | 650.59%-659.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $431 | $1,263-65.9% | $1,874-77.0% | $3,470-87.6% |
| Admin fee / account holder | $2,802 | $2,759+1.5% | $3,082-9.1% | $4,887-42.7% |