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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 | $19,235 | $54,370-64.6% | $82,763-76.8% | $68,490-71.9% |
| Participation rate | 61.3% | 63.9%-2.6pp | 72.6%-11.3pp | 67.9%-6.6pp |
| Annual return | -16.68% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,843 | $3,247-12.4% | $4,395-35.3% | $4,028-29.4% |
| Admin fee / account holder | $1,490 | $4,398-66.1% | $5,325-72.0% | $5,403-72.4% |