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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 | $47,227 | $69,541-32.1% | $59,899-21.2% | $135,380-65.1% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.7%-55.9pp | 82.6%-63.9pp |
| Annual return | -2.85% | 7.95%-10.8pp | 3.46%-6.3pp | 519.81%-522.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,018 | $4,206-75.8% | $3,402-70.1% | $5,609-81.9% |
| Admin fee / account holder | $3,577 | $5,737-37.6% | $3,592-0.4% | $10,828-67.0% |