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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 | $34,537 | $77,816-55.6% | $123,552-72.0% | $64,173-46.2% |
| Participation rate | 43.2% | 74.7%-31.5pp | 82.3%-39.1pp | 69.6%-26.4pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,166 | $5,240-20.5% | $6,426-35.2% | $3,470+20.1% |
| Admin fee / account holder | $8,620 | $5,519+56.2% | $9,285-7.2% | $4,887+76.4% |