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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 | $42,358 | $49,177-13.9% | $79,467-46.7% | $64,173-34.0% |
| Participation rate | 41.9% | 65.0%-23.2pp | 73.3%-31.5pp | 69.6%-27.7pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.30%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,886 | $2,821+2.3% | $3,704-22.1% | $3,470-16.8% |
| Admin fee / account holder | $1,496 | $3,839-61.0% | $5,104-70.7% | $4,887-69.4% |