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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 | $36,806 | $49,177-25.2% | $79,467-53.7% | $64,173-42.6% |
| Participation rate | 36.4% | 65.0%-28.7pp | 73.3%-37.0pp | 69.6%-33.2pp |
| Annual return | -5.11% | -1.16%-4.0pp | 718.30%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,786 | $2,821-36.7% | $3,704-51.8% | $3,470-48.5% |
| Admin fee / account holder | $15,110 | $3,839+293.6% | $5,104+196.0% | $4,887+209.2% |