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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 | $8,243 | $45,872-82.0% | $77,096-89.3% | $68,486-88.0% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -12.24% | 1.73%-14.0pp | 42.35%-54.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,669 | $2,963-9.9% | $4,429-39.8% | $4,028-33.7% |
| Admin fee / account holder | $6,375 | $3,041+109.6% | $5,428+17.4% | $5,404+18.0% |