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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 | $15,271 | $48,235-68.3% | $68,803-77.8% | $68,490-77.7% |
| Participation rate | 9.4% | 60.7%-51.3pp | 69.0%-59.6pp | 67.9%-58.5pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $224 | $1,829-87.7% | $2,656-91.6% | $2,597-91.4% |
| Participant deferral / active EE | $1,463 | $2,867-49.0% | $3,942-62.9% | $4,028-63.7% |
| Admin fee / account holder | $1,795 | $4,361-58.8% | $4,936-63.6% | $5,403-66.8% |