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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 | $88,341 | $32,117+175.1% | $71,089+24.3% | $64,173+37.7% |
| Participation rate | 25.5% | 42.7%-17.2pp | 54.6%-29.2pp | 69.6%-44.1pp |
| Annual return | -6.23% | -5.57%-0.7pp | 650.65%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $421 | $1,263-66.6% | $1,873-77.5% | $3,470-87.9% |
| Admin fee / account holder | $2,509 | $2,759-9.1% | $3,082-18.6% | $4,887-48.7% |