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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 | $26,396 | $45,872-42.5% | $77,096-65.8% | $68,486-61.5% |
| Participation rate | 10.8% | 55.9%-45.1pp | 67.9%-57.1pp | 67.9%-57.1pp |
| Annual return | -13.92% | 1.73%-15.6pp | 42.35%-56.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,596 | $2,963-46.1% | $4,429-64.0% | $4,028-60.4% |
| Admin fee / account holder | $35,790 | $3,041+1076.8% | $5,428+559.3% | $5,404+562.3% |