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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 | $18,568 | $45,872-59.5% | $77,096-75.9% | $68,486-72.9% |
| Participation rate | 52.0% | 55.9%-3.9pp | 67.9%-15.9pp | 67.9%-15.9pp |
| Annual return | -19.55% | 1.73%-21.3pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,136 | $2,963-27.9% | $4,429-51.8% | $4,028-47.0% |
| Admin fee / account holder | $1,070 | $3,041-64.8% | $5,428-80.3% | $5,404-80.2% |