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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 | $42,737 | $99,032-56.8% | $80,022-46.6% | $135,380-68.4% |
| Participation rate | 45.8% | 78.4%-32.5pp | 75.8%-30.0pp | 82.6%-36.8pp |
| Annual return | -7.16% | 15.39%-22.5pp | 11.22%-18.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,165 | $4,282-49.4% | $3,686-41.3% | $5,609-61.4% |
| Admin fee / account holder | $3,160 | $10,436-69.7% | $6,521-51.5% | $10,828-70.8% |