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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 | $38,691 | $54,355-28.8% | $82,744-53.2% | $68,486-43.5% |
| Participation rate | 45.3% | 63.9%-18.6pp | 72.6%-27.3pp | 67.9%-22.6pp |
| Annual return | -13.78% | -13.67%-0.1pp | 702.22%-716.0pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,113 | $3,246-65.7% | $4,395-74.7% | $4,028-72.4% |
| Admin fee / account holder | $2,766 | $4,397-37.1% | $5,325-48.0% | $5,404-48.8% |