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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 | $22,920 | $49,177-53.4% | $79,466-71.2% | $64,173-64.3% |
| Participation rate | 42.1% | 65.0%-22.9pp | 73.3%-31.2pp | 69.6%-27.5pp |
| Annual return | -6.94% | -1.16%-5.8pp | 718.28%-725.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,875 | $2,821-33.6% | $3,704-49.4% | $3,470-46.0% |
| Admin fee / account holder | $1,089 | $3,839-71.6% | $5,104-78.7% | $4,887-77.7% |