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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 | $27,952 | $37,463-25.4% | $77,100-63.7% | $66,949-58.2% |
| Participation rate | 38.6% | 52.9%-14.3pp | 67.9%-29.3pp | 69.8%-31.2pp |
| Annual return | -11.84% | -3.25%-8.6pp | 42.35%-54.2pp | 1.57%-13.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,304 | $2,621-50.2% | $4,430-70.6% | $4,239-69.2% |
| Admin fee / account holder | $424 | $568-25.4% | $5,443-92.2% | $594-28.6% |