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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 | $25,510 | $73,848-65.5% | $143,799-82.3% | $68,486-62.8% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -18.47% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $317 | $3,184-90.0% | $4,952-93.6% | $2,597-87.8% |
| Participant deferral / active EE | $1,720 | $3,385-49.2% | $5,638-69.5% | $4,028-57.3% |
| Admin fee / account holder | $26,426 | $5,755+359.2% | $14,677+80.0% | $5,404+389.0% |