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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 | $10,818 | $27,639-60.9% | $61,501-82.4% | $68,490-84.2% |
| Participation rate | 42.3% | 39.5%+2.8pp | 52.6%-10.3pp | 67.9%-25.6pp |
| Annual return | -11.40% | -13.19%+1.8pp | 339.04%-350.4pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,741 | $1,264+37.8% | $2,125-18.1% | $4,028-56.8% |
| Admin fee / account holder | $2,174 | $2,012+8.0% | $2,132+2.0% | $5,403-59.8% |