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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 | $46,350 | $27,639+67.7% | $61,501-24.6% | $68,490-32.3% |
| Participation rate | 24.7% | 39.5%-14.9pp | 52.6%-27.9pp | 67.9%-43.2pp |
| Annual return | -17.77% | -13.19%-4.6pp | 339.04%-356.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $770 | $1,264-39.1% | $2,125-63.8% | $4,028-80.9% |
| Admin fee / account holder | $1,766 | $2,012-12.2% | $2,132-17.2% | $5,403-67.3% |