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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 | $15,252 | $49,280-69.1% | $67,313-77.3% | $64,173-76.2% |
| Participation rate | 59.4% | 60.8%-1.4pp | 69.1%-9.7pp | 69.6%-10.2pp |
| Annual return | -8.00% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,186 | $2,484-52.2% | $3,568-66.7% | $3,470-65.8% |
| Admin fee / account holder | $4,117 | $3,863+6.6% | $4,507-8.7% | $4,887-15.8% |