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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 | $17,430 | $100,811-82.7% | $86,698-79.9% | $134,545-87.0% |
| Participation rate | 31.8% | 79.0%-47.1pp | 76.6%-44.8pp | 81.2%-49.4pp |
| Annual return | -17.46% | 29.11%-46.6pp | 35.96%-53.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,808 | $5,339-47.4% | $4,656-39.7% | $6,401-56.1% |
| Admin fee / account holder | $3,105 | $10,926-71.6% | $7,492-58.6% | $11,431-72.8% |