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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 | $32,258 | $86,705-62.8% | $73,309-56.0% | $125,393-74.3% |
| Participation rate | 41.7% | 78.6%-37.0pp | 74.9%-33.2pp | 83.2%-41.5pp |
| Annual return | -0.42% | 2.78%-3.2pp | 5.67%-6.1pp | 282.23%-282.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,547 | $5,549-54.1% | $4,991-49.0% | $5,351-52.4% |
| Admin fee / account holder | $4,437 | $7,772-42.9% | $5,637-21.3% | $9,541-53.5% |