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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 | $24,458 | $77,817-68.6% | $123,553-80.2% | $64,173-61.9% |
| Participation rate | 37.5% | 74.7%-37.2pp | 82.3%-44.8pp | 69.6%-32.1pp |
| Annual return | -6.23% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | -$11 | $3,014-100.4% | $4,628-100.2% | $2,381-100.4% |
| Participant deferral / active EE | $3,472 | $5,240-33.7% | $6,426-46.0% | $3,470+0.1% |
| Admin fee / account holder | $12,364 | $5,519+124.0% | $9,284+33.2% | $4,887+153.0% |