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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 | $34,164 | $85,790-60.2% | $67,313-49.2% | $135,379-74.8% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.1%-16.7pp | 82.6%-30.3pp |
| Annual return | -4.66% | -0.54%-4.1pp | -4.08%-0.6pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,720 | $4,651-63.0% | $3,568-51.8% | $5,609-69.3% |
| Admin fee / account holder | $551 | $6,392-91.4% | $4,507-87.8% | $10,828-94.9% |