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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 | $23,287 | $75,962-69.3% | $154,108-84.9% | $64,173-63.7% |
| Participation rate | 30.2% | 70.4%-40.2pp | 83.0%-52.8pp | 69.6%-39.4pp |
| Annual return | -7.20% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,769 | $3,175-44.3% | $5,081-65.2% | $3,470-49.0% |
| Admin fee / account holder | $3,489 | $5,589-37.6% | $13,411-74.0% | $4,887-28.6% |