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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 | $37,839 | $87,546-56.8% | $75,784-50.1% | $125,389-69.8% |
| Participation rate | 45.5% | 80.2%-34.7pp | 75.8%-30.4pp | 83.2%-37.7pp |
| Annual return | -2.03% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,832 | $4,230-56.7% | $3,652-49.8% | $5,352-65.8% |
| Admin fee / account holder | $6,626 | $6,503+1.9% | $5,300+25.0% | $9,541-30.6% |