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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 | $24,928 | $86,701-71.2% | $73,309-66.0% | $125,389-80.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -2.08% | 2.78%-4.9pp | 5.67%-7.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,450 | $5,549-55.8% | $4,991-50.9% | $5,352-54.2% |
| Admin fee / account holder | $546 | $7,768-93.0% | $5,635-90.3% | $9,541-94.3% |