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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 | $22,322 | $49,177-54.6% | $79,466-71.9% | $64,173-65.2% |
| Participation rate | 41.2% | 65.0%-23.9pp | 73.3%-32.2pp | 69.6%-28.4pp |
| Annual return | -6.35% | -1.16%-5.2pp | 718.28%-724.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,256 | $2,821-20.0% | $3,704-39.1% | $3,470-35.0% |
| Admin fee / account holder | $1,499 | $3,839-60.9% | $5,104-70.6% | $4,887-69.3% |