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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 | $32,738 | $32,117+1.9% | $71,089-53.9% | $64,173-49.0% |
| Participation rate | 28.1% | 42.7%-14.6pp | 54.6%-26.5pp | 69.6%-41.4pp |
| Annual return | -6.49% | -5.57%-0.9pp | 650.65%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $412 | $1,263-67.3% | $1,873-78.0% | $3,470-88.1% |
| Admin fee / account holder | $12,116 | $2,759+339.1% | $3,082+293.1% | $4,887+147.9% |