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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 | $31,048 | $95,188-67.4% | $76,518-59.4% | $135,379-77.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -10.19% | 4.85%-15.0pp | -0.27%-9.9pp | 519.79%-530.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,995 | $4,640-35.4% | $3,836-21.9% | $5,609-46.6% |
| Admin fee / account holder | $9,972 | $6,249+59.6% | $4,849+105.7% | $10,828-7.9% |