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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 | $38,389 | $78,694-51.2% | $67,652-43.3% | $125,389-69.4% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -2.79% | 9.46%-12.3pp | 6625.40%-6628.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,915 | $4,292-55.4% | $3,560-46.2% | $5,352-64.2% |
| Admin fee / account holder | $1,960 | $7,403-73.5% | $4,821-59.3% | $9,541-79.5% |