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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 | $82,846 | $158,852-47.8% | $121,220-31.7% | $135,380-38.8% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.8%-31.8pp | 82.6%-42.6pp |
| Annual return | -7.30% | -0.64%-6.7pp | 16.94%-24.2pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,951 | $4,006-1.4% | $3,345+18.1% | $5,609-29.6% |
| Admin fee / account holder | $5,585 | $6,515-14.3% | $5,021+11.2% | $10,828-48.4% |