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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 | $28,981 | $87,546-66.9% | $75,784-61.8% | $125,389-76.9% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -2.78% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,883 | $4,230-55.5% | $3,652-48.4% | $5,352-64.8% |
| Admin fee / account holder | $4,190 | $6,503-35.6% | $5,300-20.9% | $9,541-56.1% |