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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 | $18,872 | $73,839-74.4% | $143,788-86.9% | $68,495-72.4% |
| Participation rate | 51.9% | 66.7%-14.7pp | 80.3%-28.4pp | 67.9%-16.0pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.03%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,179 | $3,384-35.6% | $5,638-61.4% | $4,028-45.9% |
| Admin fee / account holder | $581 | $5,755-89.9% | $14,675-96.0% | $5,403-89.2% |