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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 | $14,731 | $73,839-80.0% | $143,788-89.8% | $68,495-78.5% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -16.56% | 1.01%-17.6pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $305 | $3,184-90.4% | $4,952-93.8% | $2,596-88.3% |
| Participant deferral / active EE | $1,218 | $3,384-64.0% | $5,638-78.4% | $4,028-69.7% |
| Admin fee / account holder | $603 | $5,755-89.5% | $14,675-95.9% | $5,403-88.8% |