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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 | $39,668 | $59,834-33.7% | $79,576-50.2% | $68,495-42.1% |
| Participation rate | 24.4% | 61.1%-36.7pp | 69.5%-45.1pp | 67.9%-43.5pp |
| Annual return | -5.82% | -12.30%+6.5pp | 0.15%-6.0pp | -7.84%+2.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,883 | $3,024-37.7% | $3,985-52.7% | $4,028-53.2% |
| Admin fee / account holder | $21,151 | $4,835+337.4% | $6,834+209.5% | $5,403+291.4% |