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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 | $52,449 | $82,678-36.6% | $125,391-58.2% | $68,490-23.4% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.4%-52.4pp | 67.9%-37.9pp |
| Annual return | -7.66% | -5.97%-1.7pp | 572.41%-580.1pp | -7.85%+0.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,134 | $6,111-48.7% | $7,448-57.9% | $4,028-22.2% |
| Admin fee / account holder | $7,940 | $6,277+26.5% | $10,009-20.7% | $5,403+47.0% |