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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 | $24,828 | $81,840-69.7% | $63,412-60.8% | $125,389-80.2% |
| Participation rate | 52.4% | 73.0%-20.7pp | 67.1%-14.7pp | 83.2%-30.8pp |
| Annual return | -1.47% | -0.10%-1.4pp | 4.04%-5.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,113 | $3,064-63.7% | $2,496-55.4% | $5,352-79.2% |
| Admin fee / account holder | $20,930 | $4,951+322.8% | $3,753+457.7% | $9,541+119.4% |