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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 | $28,331 | $82,288-65.6% | $68,794-58.8% | $134,509-78.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -8.60% | -2.19%-6.4pp | -6.37%-2.2pp | 418.13%-426.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,620 | $4,738-65.8% | $3,941-58.9% | $6,400-74.7% |
| Admin fee / account holder | $3,802 | $6,482-41.3% | $4,934-22.9% | $11,427-66.7% |