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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 | $5,485 | $27,639-80.2% | $61,501-91.1% | $68,490-92.0% |
| Participation rate | 28.0% | 39.5%-11.5pp | 52.6%-24.6pp | 67.9%-39.9pp |
| Annual return | -10.84% | -13.19%+2.4pp | 339.04%-349.9pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $727 | $1,264-42.4% | $2,125-65.8% | $4,028-81.9% |
| Admin fee / account holder | $827 | $2,012-58.9% | $2,132-61.2% | $5,403-84.7% |