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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 | $16,230 | $25,979-37.5% | $71,778-77.4% | $68,490-76.3% |
| Participation rate | 27.6% | 54.5%-26.9pp | 62.3%-34.8pp | 67.9%-40.3pp |
| Annual return | -17.74% | -15.10%-2.6pp | 9.15%-26.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,390 | $1,522-8.7% | $2,656-47.7% | $4,028-65.5% |
| Admin fee / account holder | $14,595 | $2,022+621.9% | $3,974+267.3% | $5,403+170.1% |