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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 | $21,575 | $59,819-63.9% | $79,583-72.9% | $68,490-68.5% |
| Participation rate | 38.0% | 61.1%-23.0pp | 69.5%-31.5pp | 67.9%-29.9pp |
| Annual return | -18.94% | -12.30%-6.6pp | 0.16%-19.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $17 | $1,505-98.9% | $2,414-99.3% | $2,597-99.3% |
| Participant deferral / active EE | $1,716 | $3,025-43.3% | $3,986-57.0% | $4,028-57.4% |
| Admin fee / account holder | $375 | $4,835-92.3% | $6,835-94.5% | $5,403-93.1% |