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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 | $32,050 | $37,436-14.4% | $77,513-58.7% | $79,858-59.9% |
| Participation rate | 6.0% | 41.5%-35.5pp | 54.2%-48.2pp | 69.6%-63.6pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $56 | $637-91.3% | $987-94.4% | $2,471-97.8% |
| Participant deferral / active EE | $749 | $1,261-40.6% | $1,861-59.7% | $3,740-80.0% |
| Admin fee / account holder | $338 | $2,505-86.5% | $2,859-88.2% | $5,306-93.6% |