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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 | $12,340 | $73,863-83.3% | $143,797-91.4% | $68,490-82.0% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -11.66% | 0.91%-12.6pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $938 | $3,385-72.3% | $5,638-83.4% | $4,028-76.7% |
| Admin fee / account holder | $3,338 | $5,756-42.0% | $14,679-77.3% | $5,403-38.2% |