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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 | $28,964 | $158,852-81.8% | $121,220-76.1% | $135,379-78.6% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.8%-18.4pp | 82.6%-29.3pp |
| Annual return | -3.10% | -0.64%-2.5pp | 16.94%-20.0pp | 519.79%-522.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,521 | $4,006-37.1% | $3,345-24.6% | $5,609-55.1% |
| Admin fee / account holder | $2,102 | $6,515-67.7% | $5,021-58.1% | $10,828-80.6% |