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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 | $45,327 | $87,546-48.2% | $75,784-40.2% | $125,389-63.9% |
| Participation rate | 68.2% | 80.2%-12.0pp | 75.8%-7.6pp | 83.2%-15.0pp |
| Annual return | -3.44% | 13.49%-16.9pp | 9.68%-13.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,424 | $4,230-19.0% | $3,652-6.2% | $5,352-36.0% |
| Admin fee / account holder | $8,532 | $6,503+31.2% | $5,300+61.0% | $9,541-10.6% |