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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 | $22,775 | $59,813-61.9% | $79,580-71.4% | $68,486-66.7% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -17.18% | -12.30%-4.9pp | 0.15%-17.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,736 | $3,024-42.6% | $3,985-56.4% | $4,028-56.9% |
| Admin fee / account holder | $948 | $4,835-80.4% | $6,835-86.1% | $5,404-82.5% |