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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 | $14,818 | $42,909-65.5% | $60,906-75.7% | $68,486-78.4% |
| Participation rate | 26.4% | 66.8%-40.4pp | 73.1%-46.7pp | 67.9%-41.5pp |
| Annual return | -18.57% | -13.99%-4.6pp | 16.94%-35.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $80 | $1,979-96.0% | $2,703-97.0% | $2,597-96.9% |
| Participant deferral / active EE | $1,814 | $2,866-36.7% | $3,814-52.4% | $4,028-55.0% |
| Admin fee / account holder | $929 | $3,104-70.1% | $3,227-71.2% | $5,404-82.8% |