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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 | $58,951 | $72,404-18.6% | $110,243-46.5% | $64,173-8.1% |
| Participation rate | 37.1% | 73.3%-36.2pp | 79.8%-42.7pp | 69.6%-32.5pp |
| Annual return | -0.40% | -6.29%+5.9pp | 314.76%-315.2pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,310 | $3,469-33.4% | $4,672-50.6% | $3,470-33.4% |
| Admin fee / account holder | $1,566 | $5,664-72.4% | $8,548-81.7% | $4,887-68.0% |