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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 | $16,909 | $105,867-84.0% | $90,760-81.4% | $134,532-87.4% |
| Participation rate | 68.2% | 78.3%-10.1pp | 75.7%-7.5pp | 81.2%-13.0pp |
| Annual return | -15.92% | -10.99%-4.9pp | -12.16%-3.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,944 | $5,217-62.7% | $4,565-57.4% | $6,401-69.6% |
| Admin fee / account holder | $1,648 | $13,936-88.2% | $8,444-80.5% | $11,429-85.6% |