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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 | $37,939 | $81,840-53.6% | $63,412-40.2% | $125,389-69.7% |
| Participation rate | 63.2% | 73.0%-9.9pp | 67.1%-3.9pp | 83.2%-20.0pp |
| Annual return | -2.11% | -0.10%-2.0pp | 4.04%-6.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,408 | $3,064-21.4% | $2,496-3.5% | $5,352-55.0% |
| Admin fee / account holder | $6,889 | $4,951+39.2% | $3,753+83.6% | $9,541-27.8% |