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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 | $32,440 | $44,850-27.7% | $60,547-46.4% | $59,633-45.6% |
| Participation rate | 29.2% | 59.5%-30.2pp | 68.0%-38.7pp | 68.7%-39.4pp |
| Annual return | -1.37% | 1074.14%-1075.5pp | 335.64%-337.0pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $774 | $2,230-65.3% | $3,328-76.7% | $3,192-75.7% |
| Admin fee / account holder | $6,695 | $3,635+84.2% | $4,536+47.6% | $4,297+55.8% |