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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 | $17,310 | $54,370-68.2% | $82,763-79.1% | $68,490-74.7% |
| Participation rate | 64.3% | 63.9%+0.4pp | 72.6%-8.3pp | 67.9%-3.6pp |
| Annual return | -15.53% | -13.67%-1.9pp | 702.45%-718.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,748 | $3,247+107.8% | $4,395+53.5% | $4,028+67.5% |
| Admin fee / account holder | $3,435 | $4,398-21.9% | $5,325-35.5% | $5,403-36.4% |