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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 | $22,085 | $59,819-63.1% | $79,583-72.2% | $68,490-67.8% |
| Participation rate | 47.6% | 61.1%-13.5pp | 69.5%-21.9pp | 67.9%-20.3pp |
| Annual return | -19.11% | -12.30%-6.8pp | 0.16%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,890 | $3,025-4.5% | $3,986-27.5% | $4,028-28.3% |
| Admin fee / account holder | $347 | $4,835-92.8% | $6,835-94.9% | $5,403-93.6% |