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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 | $12,949 | $54,370-76.2% | $82,763-84.4% | $68,490-81.1% |
| Participation rate | 32.5% | 63.9%-31.4pp | 72.6%-40.1pp | 67.9%-35.4pp |
| Annual return | -19.51% | -13.67%-5.8pp | 702.45%-722.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $941 | $3,247-71.0% | $4,395-78.6% | $4,028-76.6% |
| Admin fee / account holder | $1,417 | $4,398-67.8% | $5,325-73.4% | $5,403-73.8% |