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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 | $22,601 | $32,117-29.6% | $71,086-68.2% | $64,173-64.8% |
| Participation rate | 34.6% | 42.7%-8.1pp | 54.7%-20.0pp | 69.6%-35.0pp |
| Annual return | -2.08% | -5.57%+3.5pp | 650.59%-652.7pp | 7.63%-9.7pp |
| Employer contribution / active EE | $17 | $712-97.5% | $1,088-98.4% | $2,381-99.3% |
| Participant deferral / active EE | $397 | $1,263-68.6% | $1,874-78.8% | $3,470-88.6% |
| Admin fee / account holder | $3,277 | $2,759+18.8% | $3,082+6.3% | $4,887-32.9% |