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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 | $22,231 | $27,632-19.5% | $61,399-63.8% | $68,495-67.5% |
| Participation rate | 39.3% | 39.5%-0.2pp | 52.6%-13.2pp | 67.9%-28.5pp |
| Annual return | -8.58% | -13.24%+4.7pp | 338.81%-347.4pp | -7.84%-0.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,620 | $1,264+28.2% | $2,124-23.7% | $4,028-59.8% |
| Admin fee / account holder | $6,434 | $2,010+220.1% | $2,131+201.9% | $5,403+19.1% |