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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 | $16,682 | $56,484-70.5% | $169,452-90.2% | $64,173-74.0% |
| Participation rate | 20.7% | 64.5%-43.9pp | 77.8%-57.1pp | 69.6%-48.9pp |
| Annual return | -4.46% | -1.55%-2.9pp | 1.83%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2 | $1,832-99.9% | $4,157-100.0% | $2,381-99.9% |
| Participant deferral / active EE | $1,397 | $3,448-59.5% | $5,277-73.5% | $3,470-59.7% |
| Admin fee / account holder | $6,128 | $4,174+46.8% | $9,110-32.7% | $4,887+25.4% |