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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 | $34,682 | $75,959-54.3% | $154,114-77.5% | $64,181-46.0% |
| Participation rate | 32.2% | 70.4%-38.2pp | 83.0%-50.8pp | 69.6%-37.4pp |
| Annual return | -4.17% | 30.32%-34.5pp | 735.16%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,038 | $3,175-67.3% | $5,081-79.6% | $3,470-70.1% |
| Admin fee / account holder | $13,045 | $5,589+133.4% | $13,411-2.7% | $4,887+166.9% |