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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 | $56,987 | $57,352-0.6% | $83,831-32.0% | $64,173-11.2% |
| Participation rate | 37.9% | 68.6%-30.7pp | 76.1%-38.3pp | 69.6%-31.7pp |
| Annual return | -6.15% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $98 | $2,546-96.2% | $3,631-97.3% | $2,381-95.9% |
| Participant deferral / active EE | $2,367 | $2,993-20.9% | $4,082-42.0% | $3,470-31.8% |
| Admin fee / account holder | $13,202 | $4,046+226.3% | $5,479+141.0% | $4,887+170.1% |