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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 | $23,547 | $77,816-69.7% | $123,552-80.9% | $64,173-63.3% |
| Participation rate | 32.9% | 74.7%-41.8pp | 82.3%-49.4pp | 69.6%-36.6pp |
| Annual return | -5.40% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,608 | $5,240-31.2% | $6,426-43.9% | $3,470+4.0% |
| Admin fee / account holder | $6,232 | $5,519+12.9% | $9,285-32.9% | $4,887+27.5% |