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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 | $32,499 | $87,546-62.9% | $75,784-57.1% | $125,389-74.1% |
| Participation rate | 55.0% | 80.2%-25.2pp | 75.8%-20.8pp | 83.2%-28.2pp |
| Annual return | -0.15% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,068 | $4,230-51.1% | $3,652-43.4% | $5,352-61.4% |
| Admin fee / account holder | $2,967 | $6,503-54.4% | $5,300-44.0% | $9,541-68.9% |