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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 | $30,872 | $45,566-32.2% | $64,105-51.8% | $59,633-48.2% |
| Participation rate | 35.2% | 60.2%-25.0pp | 68.2%-33.0pp | 68.7%-33.5pp |
| Annual return | -1.58% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,183 | $2,057-42.5% | $2,822-58.1% | $3,192-62.9% |
| Admin fee / account holder | $594 | $3,268-81.8% | $4,499-86.8% | $4,297-86.2% |