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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 | $25,339 | $73,839-65.7% | $143,788-82.4% | $68,495-63.0% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -17.30% | 1.01%-18.3pp | -0.03%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,546 | $3,384-54.3% | $5,638-72.6% | $4,028-61.6% |
| Admin fee / account holder | $706 | $5,755-87.7% | $14,675-95.2% | $5,403-86.9% |