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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 | $38,827 | $73,867-47.4% | $143,770-73.0% | $68,498-43.3% |
| Participation rate | 22.7% | 66.7%-43.9pp | 80.3%-57.6pp | 67.9%-45.2pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,485 | $3,384-26.6% | $5,638-55.9% | $4,027-38.3% |
| Admin fee / account holder | $2,075 | $5,755-63.9% | $14,673-85.9% | $5,403-61.6% |