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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 | $40,639 | $113,941-64.3% | $94,229-56.9% | $125,389-67.6% |
| Participation rate | 44.4% | 82.9%-38.4pp | 78.8%-34.3pp | 83.2%-38.7pp |
| Annual return | -2.22% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,680 | $5,179-48.3% | $4,320-38.0% | $5,352-49.9% |
| Admin fee / account holder | $45,612 | $8,392+443.6% | $6,269+627.5% | $9,541+378.1% |