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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 | $36,608 | $90,617-59.6% | $79,476-53.9% | $135,382-73.0% |
| Participation rate | 52.2% | 76.1%-23.9pp | 73.3%-21.2pp | 82.6%-30.5pp |
| Annual return | -7.73% | 977.57%-985.3pp | 718.21%-725.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,823 | $4,050-5.6% | $3,704+3.2% | $5,609-31.8% |
| Admin fee / account holder | $822 | $5,907-86.1% | $5,113-83.9% | $10,829-92.4% |