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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 | $15,994 | $49,280-67.5% | $67,313-76.2% | $64,173-75.1% |
| Participation rate | 39.2% | 60.8%-21.6pp | 69.1%-29.9pp | 69.6%-30.4pp |
| Annual return | -7.59% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,247 | $2,484-49.8% | $3,568-65.0% | $3,470-64.1% |
| Admin fee / account holder | $1,612 | $3,863-58.3% | $4,507-64.2% | $4,887-67.0% |