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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 | $36,001 | $82,314-56.3% | $68,808-47.7% | $134,532-73.2% |
| Participation rate | 43.8% | 75.1%-31.3pp | 69.0%-25.3pp | 81.2%-37.5pp |
| Annual return | -13.52% | -2.18%-11.3pp | -6.37%-7.2pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,156 | $4,740-75.6% | $3,942-70.7% | $6,401-81.9% |
| Admin fee / account holder | $18,990 | $6,484+192.9% | $4,936+284.7% | $11,429+66.2% |