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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 | $17,570 | $64,311-72.7% | $57,356-69.4% | $125,389-86.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -1.60% | 25.14%-26.7pp | 24.41%-26.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,003 | $3,846-47.9% | $3,162-36.6% | $5,352-62.6% |
| Admin fee / account holder | $837 | $5,243-84.0% | $3,357-75.1% | $9,541-91.2% |