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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 | $59,425 | $100,805-41.0% | $86,698-31.5% | $134,532-55.8% |
| Participation rate | 43.5% | 79.0%-35.5pp | 76.6%-33.1pp | 81.2%-37.8pp |
| Annual return | -19.80% | 29.09%-48.9pp | 35.95%-55.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,847 | $5,339-65.4% | $4,656-60.3% | $6,401-71.2% |
| Admin fee / account holder | $745 | $10,925-93.2% | $7,493-90.1% | $11,429-93.5% |