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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 | $11,993 | $45,872-73.9% | $77,096-84.4% | $68,486-82.5% |
| Participation rate | 30.3% | 55.9%-25.6pp | 67.9%-37.6pp | 67.9%-37.6pp |
| Annual return | -17.36% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $948 | $2,963-68.0% | $4,429-78.6% | $4,028-76.5% |
| Admin fee / account holder | $1,590 | $3,041-47.7% | $5,428-70.7% | $5,404-70.6% |