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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 | $45,711 | $75,962-39.8% | $154,108-70.3% | $64,173-28.8% |
| Participation rate | 28.6% | 70.4%-41.8pp | 83.0%-54.5pp | 69.6%-41.0pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.21%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,329 | $3,175-26.6% | $5,081-54.2% | $3,470-32.9% |
| Admin fee / account holder | $1,012 | $5,589-81.9% | $13,411-92.5% | $4,887-79.3% |