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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 | $25,485 | $75,935-66.4% | $60,547-57.9% | $125,389-79.7% |
| Participation rate | 58.3% | 76.5%-18.2pp | 68.0%-9.6pp | 83.2%-24.9pp |
| Annual return | 0.46% | -5.38%+5.8pp | 335.64%-335.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,455 | $4,506-67.7% | $3,328-56.3% | $5,352-72.8% |
| Admin fee / account holder | $2,339 | $6,768-65.4% | $4,536-48.4% | $9,541-75.5% |