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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 | $32,450 | $82,314-60.6% | $68,808-52.8% | $134,532-75.9% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | -17.46% | -2.18%-15.3pp | -6.37%-11.1pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,478 | $4,740-68.8% | $3,942-62.5% | $6,401-76.9% |
| Admin fee / account holder | $2,080 | $6,484-67.9% | $4,936-57.9% | $11,429-81.8% |