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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 | $21,870 | $46,689-53.2% | $117,498-81.4% | $68,495-68.1% |
| Participation rate | 34.7% | 56.8%-22.1pp | 70.6%-35.9pp | 67.9%-33.2pp |
| Annual return | -11.42% | -14.52%+3.1pp | 29.75%-41.2pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,044 | $2,637-60.4% | $4,071-74.3% | $4,028-74.1% |
| Admin fee / account holder | $2,813 | $4,021-30.0% | $5,646-50.2% | $5,403-47.9% |