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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 | $10,546 | $45,872-77.0% | $77,096-86.3% | $68,486-84.6% |
| Participation rate | 32.4% | 55.9%-23.5pp | 67.9%-35.5pp | 67.9%-35.5pp |
| Annual return | -17.75% | 1.73%-19.5pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,271 | $2,963-57.1% | $4,429-71.3% | $4,028-68.4% |
| Admin fee / account holder | $362 | $3,041-88.1% | $5,428-93.3% | $5,404-93.3% |