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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 | $45,708 | $87,546-47.8% | $75,784-39.7% | $125,389-63.5% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -1.60% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,681 | $4,230-60.3% | $3,652-54.0% | $5,352-68.6% |
| Admin fee / account holder | $397 | $6,503-93.9% | $5,300-92.5% | $9,541-95.8% |