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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 | $31,420 | $77,817-59.6% | $123,553-74.6% | $64,173-51.0% |
| Participation rate | 29.4% | 74.7%-45.3pp | 82.3%-52.9pp | 69.6%-40.2pp |
| Annual return | -3.65% | 12.49%-16.1pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,416 | $5,240-53.9% | $6,426-62.4% | $3,470-30.4% |
| Admin fee / account holder | $11,653 | $5,519+111.1% | $9,284+25.5% | $4,887+138.4% |