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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 | $45,185 | $92,219-51.0% | $76,766-41.1% | $135,382-66.6% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | -5.69% | 5.46%-11.1pp | 2.43%-8.1pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,465 | $4,508-45.3% | $3,851-36.0% | $5,609-56.1% |
| Admin fee / account holder | $829 | $10,749-92.3% | $6,675-87.6% | $10,829-92.3% |