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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 | $34,414 | $77,817-55.8% | $123,553-72.1% | $64,173-46.4% |
| Participation rate | 34.2% | 74.7%-40.5pp | 82.3%-48.1pp | 69.6%-35.4pp |
| Annual return | -5.02% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,633 | $5,240-49.8% | $6,426-59.0% | $3,470-24.1% |
| Admin fee / account holder | $1,538 | $5,519-72.1% | $9,284-83.4% | $4,887-68.5% |