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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 | $30,882 | $49,177-37.2% | $79,467-61.1% | $64,173-51.9% |
| Participation rate | 25.9% | 65.0%-39.1pp | 73.3%-47.4pp | 69.6%-43.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,074 | $2,821-61.9% | $3,704-71.0% | $3,470-69.0% |
| Admin fee / account holder | $366 | $3,839-90.5% | $5,104-92.8% | $4,887-92.5% |