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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 | $79,436 | $129,960-38.9% | $104,299-23.8% | $134,545-41.0% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -16.67% | 42.06%-58.7pp | 24.62%-41.3pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,776 | $5,589-32.5% | $4,626-18.4% | $6,401-41.0% |
| Admin fee / account holder | $1,233 | $9,324-86.8% | $7,339-83.2% | $11,431-89.2% |