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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 | $27,385 | $86,701-68.4% | $73,309-62.6% | $125,389-78.2% |
| Participation rate | 41.2% | 78.6%-37.4pp | 74.9%-33.7pp | 83.2%-42.0pp |
| Annual return | -1.52% | 2.78%-4.3pp | 5.67%-7.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,747 | $5,549-68.5% | $4,991-65.0% | $5,352-67.4% |
| Admin fee / account holder | $1,826 | $7,768-76.5% | $5,635-67.6% | $9,541-80.9% |