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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 | $30,616 | $54,357-43.7% | $82,706-63.0% | $68,495-55.3% |
| Participation rate | 26.5% | 63.9%-37.5pp | 72.6%-46.1pp | 67.9%-41.4pp |
| Annual return | -17.27% | -13.67%-3.6pp | 701.76%-719.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,144 | $3,246-64.8% | $4,394-74.0% | $4,028-71.6% |
| Admin fee / account holder | $7,005 | $4,396+59.3% | $5,329+31.5% | $5,403+29.6% |