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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 | $14,677 | $68,996-78.7% | $159,991-90.8% | $68,495-78.6% |
| Participation rate | 65.1% | 65.4%-0.3pp | 78.0%-12.9pp | 67.9%-2.8pp |
| Annual return | -18.01% | -9.65%-8.4pp | 408.82%-426.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,876 | $4,211-31.7% | $6,183-53.5% | $4,028-28.6% |
| Admin fee / account holder | $516 | $4,797-89.2% | $8,715-94.1% | $5,403-90.5% |