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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 | $34,016 | $73,863-53.9% | $143,797-76.3% | $68,490-50.3% |
| Participation rate | 14.8% | 66.7%-51.9pp | 80.3%-65.5pp | 67.9%-53.1pp |
| Annual return | -18.82% | 0.91%-19.7pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $988 | $3,385-70.8% | $5,638-82.5% | $4,028-75.5% |
| Admin fee / account holder | $350 | $5,756-93.9% | $14,679-97.6% | $5,403-93.5% |