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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 | $11,038 | $32,117-65.6% | $71,086-84.5% | $64,173-82.8% |
| Participation rate | 34.5% | 42.7%-8.2pp | 54.7%-20.2pp | 69.6%-35.1pp |
| Annual return | -5.51% | -5.57%+0.1pp | 650.59%-656.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $447 | $1,263-64.6% | $1,874-76.2% | $3,470-87.1% |
| Admin fee / account holder | $303 | $2,759-89.0% | $3,082-90.2% | $4,887-93.8% |