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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 | $26,248 | $45,566-42.4% | $64,105-59.1% | $59,633-56.0% |
| Participation rate | 16.7% | 60.2%-43.5pp | 68.2%-51.5pp | 68.7%-52.0pp |
| Annual return | -0.30% | 4.95%-5.3pp | 791.24%-791.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,139 | $2,057-44.6% | $2,822-59.6% | $3,192-64.3% |
| Admin fee / account holder | $1,342 | $3,268-58.9% | $4,499-70.2% | $4,297-68.8% |