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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 | $24,689 | $77,816-68.3% | $123,549-80.0% | $64,181-61.5% |
| Participation rate | 34.6% | 74.7%-40.1pp | 82.3%-47.7pp | 69.6%-35.0pp |
| Annual return | -3.54% | 12.49%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,359 | $5,240-55.0% | $6,426-63.3% | $3,470-32.0% |
| Admin fee / account holder | $27,442 | $5,519+397.2% | $9,284+195.6% | $4,887+461.5% |