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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 | $22,232 | $27,626-19.5% | $61,389-63.8% | $68,498-67.5% |
| Participation rate | 22.0% | 39.5%-17.5pp | 52.6%-30.6pp | 67.9%-45.9pp |
| Annual return | -19.72% | -13.24%-6.5pp | 338.73%-358.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $46 | $696-93.4% | $1,160-96.1% | $2,596-98.2% |
| Participant deferral / active EE | $276 | $1,263-78.2% | $2,125-87.0% | $4,027-93.2% |
| Admin fee / account holder | $506 | $2,010-74.8% | $2,130-76.3% | $5,403-90.6% |