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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 | $31,318 | $30,732+1.9% | $59,496-47.4% | $59,633-47.5% |
| Participation rate | 28.0% | 43.2%-15.2pp | 54.6%-26.5pp | 68.7%-40.6pp |
| Annual return | -1.64% | 4.47%-6.1pp | 182.05%-183.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $3 | $631-99.5% | $1,153-99.8% | $2,203-99.9% |
| Participant deferral / active EE | $984 | $1,183-16.8% | $1,829-46.2% | $3,192-69.2% |
| Admin fee / account holder | $504 | $2,136-76.4% | $2,232-77.4% | $4,297-88.3% |