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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 | $27,106 | $57,352-52.7% | $83,831-67.7% | $64,173-57.8% |
| Participation rate | 42.4% | 68.6%-26.2pp | 76.1%-33.7pp | 69.6%-27.1pp |
| Annual return | -8.55% | 11.38%-19.9pp | 850.99%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $244 | $2,546-90.4% | $3,631-93.3% | $2,381-89.7% |
| Participant deferral / active EE | $1,306 | $2,993-56.4% | $4,082-68.0% | $3,470-62.4% |
| Admin fee / account holder | $2,988 | $4,046-26.2% | $5,479-45.5% | $4,887-38.9% |