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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 | $38,181 | $82,678-53.8% | $125,391-69.6% | $68,490-44.3% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.4%-27.6pp | 67.9%-13.1pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,962 | $6,111-2.4% | $7,448-20.0% | $4,028+48.0% |
| Admin fee / account holder | $1,150 | $6,277-81.7% | $10,009-88.5% | $5,403-78.7% |