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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 | $26,124 | $70,366-62.9% | $66,674-60.8% | $138,895-81.2% |
| Participation rate | 36.8% | 76.2%-39.3pp | 73.7%-36.8pp | 79.9%-43.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,155 | $4,374-73.6% | $4,084-71.7% | $6,396-81.9% |
| Admin fee / account holder | $829 | $5,262-84.3% | $5,098-83.7% | $12,562-93.4% |