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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 | $24,092 | $45,566-47.1% | $64,105-62.4% | $59,633-59.6% |
| Participation rate | 31.3% | 60.2%-28.9pp | 68.2%-36.9pp | 68.7%-37.4pp |
| Annual return | -1.51% | 4.95%-6.5pp | 791.24%-792.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $897 | $2,057-56.4% | $2,822-68.2% | $3,192-71.9% |
| Admin fee / account holder | $352 | $3,268-89.2% | $4,499-92.2% | $4,297-91.8% |