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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 | $10,158 | $54,355-81.3% | $82,744-87.7% | $68,486-85.2% |
| Participation rate | 46.9% | 63.9%-17.1pp | 72.6%-25.7pp | 67.9%-21.0pp |
| Annual return | -14.01% | -13.67%-0.3pp | 702.22%-716.2pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,355 | $3,246-27.5% | $4,395-46.4% | $4,028-41.5% |
| Admin fee / account holder | $382 | $4,397-91.3% | $5,325-92.8% | $5,404-92.9% |