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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 | $29,881 | $57,352-47.9% | $83,831-64.4% | $64,173-53.4% |
| Participation rate | 42.4% | 68.6%-26.2pp | 76.1%-33.7pp | 69.6%-27.1pp |
| Annual return | -4.47% | 11.38%-15.9pp | 850.99%-855.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,440 | $2,993-51.9% | $4,082-64.7% | $3,470-58.5% |
| Admin fee / account holder | $361 | $4,046-91.1% | $5,479-93.4% | $4,887-92.6% |