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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 | $47,257 | $82,674-42.8% | $125,363-62.3% | $68,495-31.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -14.01% | -5.97%-8.0pp | 572.15%-586.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,164 | $6,111-48.2% | $7,447-57.5% | $4,028-21.4% |
| Admin fee / account holder | $1,902 | $6,276-69.7% | $10,005-81.0% | $5,403-64.8% |