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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 | $24,286 | $87,546-72.3% | $75,784-68.0% | $125,389-80.6% |
| Participation rate | 22.7% | 80.2%-57.4pp | 75.8%-53.1pp | 83.2%-60.5pp |
| Annual return | -2.96% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,448 | $4,230-65.8% | $3,652-60.4% | $5,352-72.9% |
| Admin fee / account holder | $20,266 | $6,503+211.7% | $5,300+282.4% | $9,541+112.4% |