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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 | $38,125 | $83,908-54.6% | $68,509-44.4% | $125,388-69.6% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | -0.18% | 14.48%-14.7pp | 8.27%-8.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,228 | $4,125-46.0% | $3,382-34.1% | $5,352-58.4% |
| Admin fee / account holder | $309 | $8,982-96.6% | $5,275-94.1% | $9,541-96.8% |