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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 | $25,112 | $45,566-44.9% | $64,105-60.8% | $59,633-57.9% |
| Participation rate | 35.6% | 60.2%-24.6pp | 68.2%-32.6pp | 68.7%-33.1pp |
| Annual return | -2.67% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,385 | $2,057-32.6% | $2,822-50.9% | $3,192-56.6% |
| Admin fee / account holder | $1,809 | $3,268-44.6% | $4,499-59.8% | $4,297-57.9% |