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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 | $30,244 | $54,355-44.4% | $82,744-63.4% | $68,486-55.8% |
| Participation rate | 44.0% | 63.9%-19.9pp | 72.6%-28.6pp | 67.9%-23.9pp |
| Annual return | -13.99% | -13.67%-0.3pp | 702.22%-716.2pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,877 | $3,246+19.4% | $4,395-11.8% | $4,028-3.7% |
| Admin fee / account holder | $3,962 | $4,397-9.9% | $5,325-25.6% | $5,404-26.7% |