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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 | $12,517 | $42,917-70.8% | $60,899-79.4% | $68,495-81.7% |
| Participation rate | 40.7% | 66.8%-26.0pp | 73.1%-32.4pp | 67.9%-27.2pp |
| Annual return | -5.61% | -13.99%+8.4pp | 16.92%-22.5pp | -7.84%+2.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,053 | $2,867-28.4% | $3,817-46.2% | $4,028-49.0% |
| Admin fee / account holder | $2,339 | $3,102-24.6% | $3,225-27.5% | $5,403-56.7% |