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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 | $15,394 | $32,117-52.1% | $71,086-78.3% | $64,173-76.0% |
| Participation rate | 42.7% | 42.7%0pp | 54.7%-11.9pp | 69.6%-26.9pp |
| Annual return | -6.65% | -5.57%-1.1pp | 650.59%-657.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $886 | $1,263-29.9% | $1,874-52.7% | $3,470-74.5% |
| Admin fee / account holder | $2,276 | $2,759-17.5% | $3,082-26.2% | $4,887-53.4% |