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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 | $65,275 | $97,881-33.3% | $80,004-18.4% | $125,389-47.9% |
| Participation rate | 42.9% | 77.9%-35.0pp | 73.0%-30.2pp | 83.2%-40.3pp |
| Annual return | -1.74% | 9.36%-11.1pp | 7.63%-9.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,165 | $3,744-68.9% | $3,204-63.7% | $5,352-78.2% |
| Admin fee / account holder | $17,711 | $6,278+182.1% | $5,033+251.9% | $9,541+85.6% |