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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 | $14,862 | $45,872-67.6% | $77,081-80.7% | $68,495-78.3% |
| Participation rate | 41.4% | 55.9%-14.5pp | 67.9%-26.5pp | 67.9%-26.5pp |
| Annual return | -17.37% | 1.73%-19.1pp | 42.33%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,002 | $2,963-66.2% | $4,428-77.4% | $4,028-75.1% |
| Admin fee / account holder | $616 | $3,041-79.8% | $5,427-88.7% | $5,403-88.6% |