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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 | $22,630 | $53,546-57.7% | $69,890-67.6% | $68,490-67.0% |
| Participation rate | 30.8% | 64.5%-33.8pp | 70.5%-39.7pp | 67.9%-37.1pp |
| Annual return | -13.76% | -13.87%+0.1pp | 190.84%-204.6pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,174 | $2,957+7.3% | $3,848-17.5% | $4,028-21.2% |
| Admin fee / account holder | $3,631 | $4,693-22.6% | $6,267-42.1% | $5,403-32.8% |