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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 | $29,566 | $87,544-66.2% | $75,784-61.0% | $125,388-76.4% |
| Participation rate | 69.6% | 80.2%-10.6pp | 75.8%-6.3pp | 83.2%-13.6pp |
| Annual return | -2.33% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,036 | $4,229-51.9% | $3,652-44.2% | $5,352-61.9% |
| Admin fee / account holder | $1,272 | $6,502-80.4% | $5,300-76.0% | $9,541-86.7% |