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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 | $34,292 | $93,124-63.2% | $77,100-55.5% | $134,545-74.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -16.77% | 62.68%-79.5pp | 42.35%-59.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,900 | $5,242-63.8% | $4,430-57.1% | $6,401-70.3% |
| Admin fee / account holder | $5,070 | $6,970-27.3% | $5,443-6.9% | $11,431-55.6% |