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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 | $10,843 | $27,639-60.8% | $61,501-82.4% | $68,490-84.2% |
| Participation rate | 35.9% | 39.5%-3.6pp | 52.6%-16.7pp | 67.9%-32.0pp |
| Annual return | -19.44% | -13.19%-6.2pp | 339.04%-358.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $841 | $1,264-33.5% | $2,125-60.4% | $4,028-79.1% |
| Admin fee / account holder | $417 | $2,012-79.3% | $2,132-80.4% | $5,403-92.3% |