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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 | $42,651 | $75,962-43.9% | $154,111-72.3% | $64,173-33.5% |
| Participation rate | 31.0% | 70.4%-39.5pp | 83.0%-52.1pp | 69.6%-38.6pp |
| Annual return | -3.56% | 30.32%-33.9pp | 735.18%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,409 | $3,175-55.6% | $5,081-72.3% | $3,470-59.4% |
| Admin fee / account holder | $17,923 | $5,589+220.7% | $13,411+33.6% | $4,887+266.7% |