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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 | $38,050 | $167,362-77.3% | $143,799-73.5% | $134,532-71.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.45% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,194 | $6,447-66.0% | $5,638-61.1% | $6,401-65.7% |
| Admin fee / account holder | $3,015 | $18,094-83.3% | $14,677-79.5% | $11,429-73.6% |