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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 | $15,264 | $30,732-50.3% | $59,496-74.3% | $59,633-74.4% |
| Participation rate | 32.0% | 43.2%-11.2pp | 54.6%-22.6pp | 68.7%-36.7pp |
| Annual return | -1.90% | 4.47%-6.4pp | 182.05%-183.9pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $821 | $1,183-30.6% | $1,829-55.1% | $3,192-74.3% |
| Admin fee / account holder | $3,024 | $2,136+41.5% | $2,232+35.4% | $4,297-29.6% |