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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 | $24,562 | $77,816-68.4% | $123,552-80.1% | $64,173-61.7% |
| Participation rate | 58.7% | 74.7%-16.0pp | 82.3%-23.6pp | 69.6%-10.9pp |
| Annual return | -7.33% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,626 | $5,240+64.6% | $6,426+34.2% | $3,470+148.6% |
| Admin fee / account holder | $6,834 | $5,519+23.8% | $9,285-26.4% | $4,887+39.8% |