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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 | $18,411 | $73,848-75.1% | $143,799-87.2% | $68,486-73.1% |
| Participation rate | 38.2% | 66.7%-28.5pp | 80.3%-42.1pp | 67.9%-29.7pp |
| Annual return | -16.18% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,782 | $3,385-47.4% | $5,638-68.4% | $4,028-55.8% |
| Admin fee / account holder | $1,295 | $5,755-77.5% | $14,677-91.2% | $5,404-76.0% |