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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 | $40,241 | $45,872-12.3% | $77,081-47.8% | $68,495-41.3% |
| Participation rate | 6.8% | 55.9%-49.1pp | 67.9%-61.1pp | 67.9%-61.0pp |
| Annual return | -19.91% | 1.73%-21.6pp | 42.33%-62.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $864 | $2,963-70.8% | $4,428-80.5% | $4,028-78.5% |
| Admin fee / account holder | $537 | $3,041-82.3% | $5,427-90.1% | $5,403-90.1% |