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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 | $11,629 | $27,639-57.9% | $61,501-81.1% | $68,490-83.0% |
| Participation rate | 21.9% | 39.5%-17.6pp | 52.6%-30.7pp | 67.9%-46.0pp |
| Annual return | 0.06% | -13.19%+13.3pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,297 | $1,264+2.7% | $2,125-38.9% | $4,028-67.8% |
| Admin fee / account holder | $1,980 | $2,012-1.6% | $2,132-7.1% | $5,403-63.3% |