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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 | $24,987 | $49,451-49.5% | $79,580-68.6% | $66,938-62.7% |
| Participation rate | 39.5% | 61.3%-21.9pp | 69.5%-30.0pp | 69.8%-30.3pp |
| Annual return | -10.56% | 84.25%-94.8pp | 0.15%-10.7pp | 1.58%-12.1pp |
| Employer contribution / active EE | $3 | $1,266-99.8% | $2,413-99.9% | $2,545-99.9% |
| Participant deferral / active EE | $2,024 | $3,159-35.9% | $3,985-49.2% | $4,238-52.2% |
| Admin fee / account holder | $2,615 | $595+339.8% | $6,835-61.7% | $594+340.6% |