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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 | $22,776 | $69,541-67.2% | $59,899-62.0% | $135,380-83.2% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.7%-9.7pp | 82.6%-17.6pp |
| Annual return | -7.47% | 7.95%-15.4pp | 3.46%-10.9pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,846 | $4,206-56.1% | $3,402-45.7% | $5,609-67.1% |
| Admin fee / account holder | $1,441 | $5,737-74.9% | $3,592-59.9% | $10,828-86.7% |