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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 | $17,102 | $42,383-59.6% | $76,518-77.6% | $64,173-73.3% |
| Participation rate | 68.3% | 58.1%+10.1pp | 68.0%+0.3pp | 69.6%-1.3pp |
| Annual return | -7.91% | -16.54%+8.6pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,034 | $2,566-20.7% | $3,836-47.0% | $3,470-41.4% |
| Admin fee / account holder | $815 | $3,198-74.5% | $4,849-83.2% | $4,887-83.3% |