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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 | $30,894 | $140,578-78.0% | $100,671-69.3% | $125,389-75.4% |
| Participation rate | 44.4% | 80.4%-36.0pp | 70.7%-26.3pp | 83.2%-38.7pp |
| Annual return | -3.24% | 24.67%-27.9pp | 20.43%-23.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,610 | $3,981-9.3% | $3,144+14.8% | $5,352-32.6% |
| Admin fee / account holder | $358 | $6,716-94.7% | $4,850-92.6% | $9,541-96.2% |