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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 | $31,506 | $32,117-1.9% | $71,089-55.7% | $64,173-50.9% |
| Participation rate | 24.0% | 42.7%-18.7pp | 54.6%-30.6pp | 69.6%-45.6pp |
| Annual return | -3.02% | -5.57%+2.6pp | 650.65%-653.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $76 | $712-89.3% | $1,088-93.0% | $2,381-96.8% |
| Participant deferral / active EE | $763 | $1,263-39.6% | $1,873-59.2% | $3,470-78.0% |
| Admin fee / account holder | $2,383 | $2,759-13.6% | $3,082-22.7% | $4,887-51.2% |