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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 | $19,157 | $53,162-64.0% | $91,225-79.0% | $68,495-72.0% |
| Participation rate | 18.4% | 63.2%-44.8pp | 73.2%-54.8pp | 67.9%-49.5pp |
| Annual return | -19.78% | -3.14%-16.6pp | 114.10%-133.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,148 | $2,974-61.4% | $4,234-72.9% | $4,028-71.5% |
| Admin fee / account holder | $447 | $4,493-90.1% | $5,422-91.8% | $5,403-91.7% |