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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 | $24,212 | $107,809-77.5% | $90,657-73.3% | $135,379-82.1% |
| Participation rate | 38.5% | 78.0%-39.6pp | 74.0%-35.6pp | 82.6%-44.2pp |
| Annual return | -8.83% | -0.90%-7.9pp | 1.89%-10.7pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,255 | $3,872-41.7% | $3,424-34.1% | $5,609-59.8% |
| Admin fee / account holder | $456 | $5,931-92.3% | $4,994-90.9% | $10,828-95.8% |