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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 | $26,499 | $158,852-83.3% | $121,220-78.1% | $135,379-80.4% |
| Participation rate | 23.8% | 79.3%-55.5pp | 71.8%-48.0pp | 82.6%-58.8pp |
| Annual return | -4.84% | -0.64%-4.2pp | 16.94%-21.8pp | 519.79%-524.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $934 | $4,006-76.7% | $3,345-72.1% | $5,609-83.4% |
| Admin fee / account holder | $9,693 | $6,515+48.8% | $5,021+93.1% | $10,828-10.5% |