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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 | $42,618 | $32,117+32.7% | $71,089-40.1% | $64,173-33.6% |
| Participation rate | 20.4% | 42.7%-22.3pp | 54.6%-34.2pp | 69.6%-49.2pp |
| Annual return | -9.66% | -5.57%-4.1pp | 650.65%-660.3pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $580 | $1,263-54.0% | $1,873-69.0% | $3,470-83.3% |
| Admin fee / account holder | $2,952 | $2,759+7.0% | $3,082-4.2% | $4,887-39.6% |