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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 | $27,873 | $27,632+0.9% | $61,452-54.6% | $68,486-59.3% |
| Participation rate | 32.8% | 39.5%-6.7pp | 52.6%-19.7pp | 67.9%-35.1pp |
| Annual return | -19.11% | -13.24%-5.9pp | 338.96%-358.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2 | $696-99.7% | $1,160-99.8% | $2,597-99.9% |
| Participant deferral / active EE | $595 | $1,264-52.9% | $2,125-72.0% | $4,028-85.2% |
| Admin fee / account holder | $2,571 | $2,010+27.9% | $2,131+20.6% | $5,404-52.4% |