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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 | $52,493 | $92,219-43.1% | $76,767-31.6% | $135,380-61.2% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -4.17% | 5.46%-9.6pp | 2.43%-6.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,859 | $4,508+7.8% | $3,852+26.2% | $5,609-13.4% |
| Admin fee / account holder | $2,294 | $10,749-78.7% | $6,675-65.6% | $10,828-78.8% |