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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 | $31,975 | $56,197-43.1% | $67,652-52.7% | $59,633-46.4% |
| Participation rate | 37.7% | 71.5%-33.8pp | 75.7%-38.0pp | 68.7%-31.0pp |
| Annual return | -0.55% | 18508.10%-18508.7pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $161 | $1,615-90.0% | $2,266-92.9% | $2,203-92.7% |
| Participant deferral / active EE | $1,572 | $2,844-44.7% | $3,560-55.8% | $3,192-50.7% |
| Admin fee / account holder | $2,557 | $3,958-35.4% | $4,821-47.0% | $4,297-40.5% |