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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 | $31,292 | $107,809-71.0% | $90,657-65.5% | $135,379-76.9% |
| Participation rate | 65.2% | 78.0%-12.8pp | 74.0%-8.8pp | 82.6%-17.4pp |
| Annual return | -5.92% | -0.90%-5.0pp | 1.89%-7.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,075 | $3,872-20.6% | $3,424-10.2% | $5,609-45.2% |
| Admin fee / account holder | $1,371 | $5,931-76.9% | $4,994-72.6% | $10,828-87.3% |