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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 | $32,717 | $85,790-61.9% | $67,313-51.4% | $135,380-75.8% |
| Participation rate | 43.8% | 76.5%-32.7pp | 69.1%-25.3pp | 82.6%-38.9pp |
| Annual return | -4.31% | -0.54%-3.8pp | -4.08%-0.2pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,570 | $4,651-66.2% | $3,568-56.0% | $5,609-72.0% |
| Admin fee / account holder | $5,051 | $6,392-21.0% | $4,507+12.1% | $10,828-53.4% |