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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 | $38,092 | $134,001-71.6% | $112,258-66.1% | $134,509-71.7% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -13.33% | 47.15%-60.5pp | 27.47%-40.8pp | 418.13%-431.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,639 | $5,291-69.0% | $4,728-65.3% | $6,400-74.4% |
| Admin fee / account holder | $1,479 | $7,491-80.3% | $6,411-76.9% | $11,427-87.1% |