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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 | $14,617 | $45,872-68.1% | $77,100-81.0% | $68,490-78.7% |
| Participation rate | 43.3% | 55.9%-12.6pp | 67.9%-24.6pp | 67.9%-24.6pp |
| Annual return | -17.18% | 1.73%-18.9pp | 42.35%-59.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,190 | $2,963-59.8% | $4,430-73.1% | $4,028-70.5% |
| Admin fee / account holder | $959 | $3,041-68.5% | $5,443-82.4% | $5,403-82.3% |