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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 | $40,905 | $57,352-28.7% | $83,831-51.2% | $64,173-36.3% |
| Participation rate | 40.0% | 68.6%-28.6pp | 76.1%-36.1pp | 69.6%-29.6pp |
| Annual return | -3.93% | 11.38%-15.3pp | 850.99%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,058 | $2,993+2.2% | $4,082-25.1% | $3,470-11.9% |
| Admin fee / account holder | $616 | $4,046-84.8% | $5,479-88.8% | $4,887-87.4% |