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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 | $41,807 | $73,848-43.4% | $143,799-70.9% | $68,486-39.0% |
| Participation rate | 38.5% | 66.7%-28.2pp | 80.3%-41.9pp | 67.9%-29.4pp |
| Annual return | -19.15% | 0.91%-20.1pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,002 | $3,385-40.8% | $5,638-64.5% | $4,028-50.3% |
| Admin fee / account holder | $1,851 | $5,755-67.8% | $14,677-87.4% | $5,404-65.8% |