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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 | $35,264 | $77,816-54.7% | $123,552-71.5% | $64,173-45.0% |
| Participation rate | 38.7% | 74.7%-36.0pp | 82.3%-43.6pp | 69.6%-30.9pp |
| Annual return | -6.77% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,192 | $5,240-39.1% | $6,426-50.3% | $3,470-8.0% |
| Admin fee / account holder | $3,540 | $5,519-35.9% | $9,285-61.9% | $4,887-27.6% |