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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 | $33,697 | $73,863-54.4% | $143,797-76.6% | $68,490-50.8% |
| Participation rate | 54.8% | 66.7%-11.8pp | 80.3%-25.5pp | 67.9%-13.1pp |
| Annual return | -18.67% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,716 | $3,385-19.7% | $5,638-51.8% | $4,028-32.6% |
| Admin fee / account holder | $2,348 | $5,756-59.2% | $14,679-84.0% | $5,403-56.5% |