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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 | $20,147 | $83,908-76.0% | $68,509-70.6% | $125,389-83.9% |
| Participation rate | 60.9% | 78.2%-17.3pp | 74.7%-13.9pp | 83.2%-22.3pp |
| Annual return | -0.94% | 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 | $1,669 | $4,125-59.5% | $3,382-50.7% | $5,352-68.8% |
| Admin fee / account holder | $696 | $8,982-92.3% | $5,275-86.8% | $9,541-92.7% |