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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 | $35,993 | $82,674-56.5% | $125,381-71.3% | $68,486-47.4% |
| Participation rate | 39.0% | 75.1%-36.0pp | 82.4%-43.4pp | 67.9%-28.9pp |
| Annual return | -17.30% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,884 | $6,111-20.1% | $7,448-34.4% | $4,028+21.3% |
| Admin fee / account holder | $3,446 | $6,277-45.1% | $10,007-65.6% | $5,404-36.2% |