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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 | $23,589 | $64,719-63.6% | $112,249-79.0% | $68,486-65.6% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -14.37% | -11.40%-3.0pp | 27.48%-41.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $113 | $2,747-95.9% | $3,636-96.9% | $2,597-95.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,773 | $5,232-47.0% | $6,412-56.8% | $5,404-48.7% |