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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 | $20,294 | $82,674-75.5% | $125,381-83.8% | $68,486-70.4% |
| Participation rate | 39.7% | 75.1%-35.4pp | 82.4%-42.7pp | 67.9%-28.2pp |
| Annual return | -11.84% | -5.97%-5.9pp | 572.31%-584.1pp | -7.85%-4.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,580 | $6,111-25.0% | $7,448-38.5% | $4,028+13.7% |
| Admin fee / account holder | $8,968 | $6,277+42.9% | $10,007-10.4% | $5,404+66.0% |