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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 | $15,534 | $82,324-81.1% | $68,803-77.4% | $134,545-88.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -17.98% | -2.17%-15.8pp | -6.37%-11.6pp | 418.37%-436.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,480 | $4,740-47.7% | $3,942-37.1% | $6,401-61.3% |
| Admin fee / account holder | $699 | $6,485-89.2% | $4,936-85.8% | $11,431-93.9% |