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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 | $22,368 | $59,111-62.2% | $86,451-74.1% | $68,490-67.3% |
| Participation rate | 50.8% | 75.2%-24.4pp | 80.3%-29.5pp | 67.9%-17.0pp |
| Annual return | -0.85% | -0.22%-0.6pp | 4398.51%-4399.4pp | -7.85%+7.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,921 | $5,900+0.4% | $6,953-14.8% | $4,028+47.0% |
| Admin fee / account holder | $1,017 | $5,640-82.0% | $6,734-84.9% | $5,403-81.2% |