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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 | $32,574 | $82,674-60.6% | $125,363-74.0% | $68,495-52.4% |
| Participation rate | 19.1% | 75.0%-55.9pp | 82.4%-63.2pp | 67.9%-48.7pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.15%-590.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,693 | $6,111-55.9% | $7,447-63.8% | $4,028-33.1% |
| Admin fee / account holder | $514 | $6,276-91.8% | $10,005-94.9% | $5,403-90.5% |