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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 | $21,844 | $69,012-68.3% | $160,009-86.3% | $68,486-68.1% |
| Participation rate | 47.2% | 65.4%-18.3pp | 78.0%-30.8pp | 67.9%-20.7pp |
| Annual return | -17.15% | -9.65%-7.5pp | 408.85%-426.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,618 | $4,212-61.6% | $6,183-73.8% | $4,028-59.8% |
| Admin fee / account holder | $386 | $4,798-92.0% | $8,715-95.6% | $5,404-92.9% |