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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 | $20,370 | $45,566-55.3% | $64,105-68.2% | $59,633-65.8% |
| Participation rate | 44.7% | 60.2%-15.4pp | 68.2%-23.4pp | 68.7%-23.9pp |
| Annual return | -0.65% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $79 | $934-91.6% | $1,820-95.7% | $2,203-96.4% |
| Participant deferral / active EE | $1,350 | $2,057-34.4% | $2,822-52.2% | $3,192-57.7% |
| Admin fee / account holder | $710 | $3,268-78.3% | $4,499-84.2% | $4,297-83.5% |