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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 | $30,097 | $99,032-69.6% | $80,022-62.4% | $135,380-77.8% |
| Participation rate | 52.4% | 78.4%-26.0pp | 75.8%-23.5pp | 82.6%-30.3pp |
| Annual return | -8.18% | 15.39%-23.6pp | 11.22%-19.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,239 | $4,282-71.1% | $3,686-66.4% | $5,609-77.9% |
| Admin fee / account holder | $1,052 | $10,436-89.9% | $6,521-83.9% | $10,828-90.3% |