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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 | $42,735 | $64,729-34.0% | $112,263-61.9% | $68,490-37.6% |
| Participation rate | 25.8% | 67.2%-41.3pp | 75.1%-49.3pp | 67.9%-42.1pp |
| Annual return | -13.11% | -11.40%-1.7pp | 27.49%-40.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,897 | $3,566-46.8% | $4,729-59.9% | $4,028-52.9% |
| Admin fee / account holder | $3,922 | $5,222-24.9% | $6,410-38.8% | $5,403-27.4% |