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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 | $33,332 | $32,117+3.8% | $71,086-53.1% | $64,173-48.1% |
| Participation rate | 16.5% | 42.7%-26.2pp | 54.7%-38.2pp | 69.6%-53.1pp |
| Annual return | -7.55% | -5.57%-2.0pp | 650.59%-658.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $754 | $1,263-40.3% | $1,874-59.8% | $3,470-78.3% |
| Admin fee / account holder | $2,169 | $2,759-21.4% | $3,082-29.6% | $4,887-55.6% |