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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 | $15,363 | $73,839-79.2% | $143,788-89.3% | $68,495-77.6% |
| Participation rate | 29.6% | 66.7%-37.0pp | 80.3%-50.7pp | 67.9%-38.3pp |
| Annual return | -11.27% | 1.01%-12.3pp | -0.03%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $98 | $3,184-96.9% | $4,952-98.0% | $2,596-96.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $344 | $5,755-94.0% | $14,675-97.7% | $5,403-93.6% |