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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 | $10,845 | $42,917-74.7% | $60,899-82.2% | $68,495-84.2% |
| Participation rate | 61.8% | 66.8%-5.0pp | 73.1%-11.3pp | 67.9%-6.1pp |
| Annual return | -15.98% | -13.99%-2.0pp | 16.92%-32.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $965 | $2,867-66.3% | $3,817-74.7% | $4,028-76.0% |
| Admin fee / account holder | $2,344 | $3,102-24.4% | $3,225-27.3% | $5,403-56.6% |