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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 | $16,862 | $73,863-77.2% | $143,797-88.3% | $68,490-75.4% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -17.94% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,566 | $3,385-53.7% | $5,638-72.2% | $4,028-61.1% |
| Admin fee / account holder | $4,800 | $5,756-16.6% | $14,679-67.3% | $5,403-11.2% |