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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 | $32,963 | $54,380-39.4% | $68,509-51.9% | $59,633-44.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -2.04% | 2.83%-4.9pp | 8.27%-10.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1 | $1,539-99.9% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,642 | $2,643-37.9% | $3,382-51.5% | $3,192-48.6% |
| Admin fee / account holder | $373 | $3,885-90.4% | $5,275-92.9% | $4,297-91.3% |