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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 | $24,542 | $73,839-66.8% | $143,788-82.9% | $68,495-64.2% |
| Participation rate | 23.5% | 66.7%-43.2pp | 80.3%-56.9pp | 67.9%-44.4pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.03%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,294 | $3,384-61.8% | $5,638-77.0% | $4,028-67.9% |
| Admin fee / account holder | $363 | $5,755-93.7% | $14,675-97.5% | $5,403-93.3% |