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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 | $40,457 | $211,946-80.9% | $169,452-76.1% | $135,379-70.1% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -5.99% | 3.26%-9.3pp | 1.83%-7.8pp | 519.79%-525.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,207 | $6,075-30.8% | $5,277-20.3% | $5,609-25.0% |
| Admin fee / account holder | $7,994 | $11,472-30.3% | $9,110-12.2% | $10,828-26.2% |