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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 | $33,134 | $37,463-11.6% | $77,100-57.0% | $66,949-50.5% |
| Participation rate | 12.5% | 52.9%-40.4pp | 67.9%-55.4pp | 69.8%-57.3pp |
| Annual return | -5.56% | -3.25%-2.3pp | 42.35%-47.9pp | 1.57%-7.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,406 | $2,621-8.2% | $4,430-45.7% | $4,239-43.2% |
| Admin fee / account holder | $365 | $568-35.8% | $5,443-93.3% | $594-38.6% |