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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 | $44,991 | $95,895-53.1% | $79,576-43.5% | $134,509-66.6% |
| Participation rate | 38.5% | 75.0%-36.6pp | 69.5%-31.0pp | 81.2%-42.8pp |
| Annual return | -19.78% | -2.72%-17.1pp | 0.15%-19.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,331 | $4,693-71.6% | $3,985-66.6% | $6,400-79.2% |
| Admin fee / account holder | $5,747 | $9,129-37.1% | $6,834-15.9% | $11,427-49.7% |