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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 | $38,015 | $73,848-48.5% | $143,799-73.6% | $68,486-44.5% |
| Participation rate | 32.6% | 66.7%-34.1pp | 80.3%-47.8pp | 67.9%-35.3pp |
| Annual return | -16.46% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,719 | $3,385-49.2% | $5,638-69.5% | $4,028-57.3% |
| Admin fee / account holder | $2,138 | $5,755-62.9% | $14,677-85.4% | $5,404-60.4% |