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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 | $31,411 | $129,960-75.8% | $104,299-69.9% | $134,545-76.7% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -15.71% | 42.06%-57.8pp | 24.62%-40.3pp | 418.37%-434.1pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,686 | $5,589-34.1% | $4,626-20.3% | $6,401-42.4% |
| Admin fee / account holder | $2,829 | $9,324-69.7% | $7,339-61.5% | $11,431-75.3% |