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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 | $29,760 | $97,020-69.3% | $83,327-64.3% | $135,380-78.0% |
| Participation rate | 55.6% | 80.4%-24.9pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | -7.82% | 12.31%-20.1pp | 10.64%-18.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,985 | $5,964-66.7% | $5,565-64.3% | $5,609-64.6% |
| Admin fee / account holder | $463 | $8,426-94.5% | $7,540-93.9% | $10,828-95.7% |