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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 | $40,714 | $57,350-29.0% | $83,850-51.4% | $64,181-36.6% |
| Participation rate | 45.9% | 68.6%-22.7pp | 76.1%-30.2pp | 69.6%-23.6pp |
| Annual return | -6.36% | 11.38%-17.7pp | 850.92%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,842 | $2,993-38.5% | $4,082-54.9% | $3,470-46.9% |
| Admin fee / account holder | $505 | $4,046-87.5% | $5,478-90.8% | $4,887-89.7% |