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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 | $38,093 | $49,177-22.5% | $79,476-52.1% | $64,181-40.6% |
| Participation rate | 37.7% | 65.0%-27.4pp | 73.3%-35.7pp | 69.6%-31.9pp |
| Annual return | -7.55% | -1.16%-6.4pp | 718.21%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $996 | $2,821-64.7% | $3,704-73.1% | $3,470-71.3% |
| Admin fee / account holder | $1,630 | $3,839-57.5% | $5,113-68.1% | $4,887-66.6% |