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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 | $39,936 | $97,881-59.2% | $80,004-50.1% | $125,389-68.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 73.0%-39.7pp | 83.2%-49.9pp |
| Annual return | -0.98% | 9.36%-10.3pp | 7.63%-8.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,372 | $3,744-63.3% | $3,204-57.2% | $5,352-74.4% |
| Admin fee / account holder | $14,871 | $6,278+136.9% | $5,033+195.4% | $9,541+55.9% |