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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 | $49,013 | $100,811-51.4% | $86,698-43.5% | $134,545-63.6% |
| Participation rate | 38.1% | 79.0%-40.9pp | 76.6%-38.5pp | 81.2%-43.1pp |
| Annual return | -19.68% | 29.11%-48.8pp | 35.96%-55.6pp | 418.37%-438.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,921 | $5,339-45.3% | $4,656-37.3% | $6,401-54.4% |
| Admin fee / account holder | $7,936 | $10,926-27.4% | $7,492+5.9% | $11,431-30.6% |