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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 | $38,759 | $77,816-50.2% | $123,549-68.6% | $64,181-39.6% |
| Participation rate | 66.2% | 74.7%-8.5pp | 82.3%-16.1pp | 69.6%-3.4pp |
| Annual return | -5.08% | 12.49%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $15,554 | $5,240+196.8% | $6,426+142.1% | $3,470+348.3% |
| Admin fee / account holder | $10,136 | $5,519+83.7% | $9,284+9.2% | $4,887+107.4% |