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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 | $24,616 | $83,908-70.7% | $68,509-64.1% | $125,389-80.4% |
| Participation rate | 65.0% | 78.2%-13.2pp | 74.7%-9.7pp | 83.2%-18.2pp |
| Annual return | -0.96% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,288 | $4,125-68.8% | $3,382-61.9% | $5,352-75.9% |
| Admin fee / account holder | $3,408 | $8,982-62.1% | $5,275-35.4% | $9,541-64.3% |