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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 | $41,856 | $97,020-56.9% | $83,322-49.8% | $135,379-69.1% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -7.81% | 12.31%-20.1pp | 10.64%-18.4pp | 519.79%-527.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,274 | $5,964-45.1% | $5,565-41.2% | $5,609-41.6% |
| Admin fee / account holder | $489 | $8,426-94.2% | $7,540-93.5% | $10,828-95.5% |