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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 | $27,371 | $82,674-66.9% | $125,381-78.2% | $68,486-60.0% |
| Participation rate | 45.5% | 75.1%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | 1.31% | -5.97%+7.3pp | 572.31%-571.0pp | -7.85%+9.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,805 | $6,111-21.4% | $7,448-35.5% | $4,028+19.3% |
| Admin fee / account holder | $562 | $6,277-91.0% | $10,007-94.4% | $5,404-89.6% |