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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 | $24,267 | $69,012-64.8% | $160,037-84.8% | $68,490-64.6% |
| Participation rate | 44.1% | 65.4%-21.4pp | 78.0%-33.9pp | 67.9%-23.8pp |
| Annual return | -17.02% | -9.65%-7.4pp | 408.95%-426.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,596 | $4,212-62.1% | $6,184-74.2% | $4,028-60.4% |
| Admin fee / account holder | $8,094 | $4,798+68.7% | $8,716-7.1% | $5,403+49.8% |