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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 | $15,699 | $73,839-78.7% | $143,788-89.1% | $68,495-77.1% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -16.09% | 1.01%-17.1pp | -0.03%-16.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,671 | $3,384-50.6% | $5,638-70.4% | $4,028-58.5% |
| Admin fee / account holder | $5,766 | $5,755+0.2% | $14,675-60.7% | $5,403+6.7% |