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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 | $9,754 | $54,357-82.1% | $82,706-88.2% | $68,495-85.8% |
| Participation rate | 30.2% | 63.9%-33.7pp | 72.6%-42.3pp | 67.9%-37.7pp |
| Annual return | -13.71% | -13.67%0pp | 701.76%-715.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,699 | $3,246-47.7% | $4,394-61.3% | $4,028-57.8% |
| Admin fee / account holder | $519 | $4,396-88.2% | $5,329-90.3% | $5,403-90.4% |