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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 | $27,365 | $27,632-1.0% | $61,452-55.5% | $68,486-60.0% |
| Participation rate | 38.9% | 39.5%-0.6pp | 52.6%-13.6pp | 67.9%-28.9pp |
| Annual return | -6.62% | -13.24%+6.6pp | 338.96%-345.6pp | -7.85%+1.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,100 | $1,264-13.0% | $2,125-48.2% | $4,028-72.7% |
| Admin fee / account holder | $491 | $2,010-75.6% | $2,131-77.0% | $5,404-90.9% |