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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 | $24,932 | $32,117-22.4% | $71,089-64.9% | $64,173-61.1% |
| Participation rate | 43.4% | 42.7%+0.7pp | 54.6%-11.2pp | 69.6%-26.1pp |
| Annual return | -6.15% | -5.57%-0.6pp | 650.65%-656.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $532 | $1,263-57.9% | $1,873-71.6% | $3,470-84.7% |
| Admin fee / account holder | $9,460 | $2,759+242.9% | $3,082+206.9% | $4,887+93.6% |