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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 | $33,803 | $69,518-51.4% | $59,887-43.6% | $135,379-75.0% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.7%-58.0pp | 82.6%-66.0pp |
| Annual return | -4.29% | 7.95%-12.2pp | 3.46%-7.7pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,810 | $4,204-57.0% | $3,402-46.8% | $5,609-67.7% |
| Admin fee / account holder | $6,636 | $5,734+15.7% | $3,591+84.8% | $10,828-38.7% |