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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 | $16,654 | $86,701-80.8% | $73,309-77.3% | $125,388-86.7% |
| Participation rate | 47.1% | 78.6%-31.6pp | 74.9%-27.9pp | 83.2%-36.1pp |
| Annual return | -2.91% | 2.78%-5.7pp | 5.67%-8.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,361 | $5,549-3.4% | $4,991+7.4% | $5,352+0.2% |
| Admin fee / account holder | $2,638 | $7,768-66.0% | $5,635-53.2% | $9,541-72.3% |