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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 | $22,827 | $56,197-59.4% | $67,652-66.3% | $59,633-61.7% |
| Participation rate | 46.5% | 71.5%-25.0pp | 75.7%-29.2pp | 68.7%-22.2pp |
| Annual return | -1.29% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $209 | $1,615-87.0% | $2,266-90.8% | $2,203-90.5% |
| Participant deferral / active EE | $1,234 | $2,844-56.6% | $3,560-65.3% | $3,192-61.3% |
| Admin fee / account holder | $1,664 | $3,958-58.0% | $4,821-65.5% | $4,297-61.3% |