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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 | $11,481 | $32,117-64.3% | $71,086-83.8% | $64,173-82.1% |
| Participation rate | 36.8% | 42.7%-5.9pp | 54.7%-17.8pp | 69.6%-32.7pp |
| Annual return | -2.89% | -5.57%+2.7pp | 650.59%-653.5pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,007 | $1,263-20.3% | $1,874-46.3% | $3,470-71.0% |
| Admin fee / account holder | $1,475 | $2,759-46.5% | $3,082-52.2% | $4,887-69.8% |