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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 | $25,229 | $49,177-48.7% | $79,476-68.3% | $64,181-60.7% |
| Participation rate | 44.0% | 65.0%-21.0pp | 73.3%-29.3pp | 69.6%-25.6pp |
| Annual return | -0.57% | -1.16%+0.6pp | 718.21%-718.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,570 | $2,821-44.4% | $3,704-57.6% | $3,470-54.8% |
| Admin fee / account holder | $4,633 | $3,839+20.7% | $5,113-9.4% | $4,887-5.2% |