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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 | $30,641 | $30,732-0.3% | $59,496-48.5% | $59,633-48.6% |
| Participation rate | 13.0% | 43.2%-30.2pp | 54.6%-41.5pp | 68.7%-55.6pp |
| Annual return | -2.03% | 4.47%-6.5pp | 182.05%-184.1pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $646 | $1,183-45.4% | $1,829-64.7% | $3,192-79.8% |
| Admin fee / account holder | $317 | $2,136-85.2% | $2,232-85.8% | $4,297-92.6% |