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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 | $37,268 | $72,404-48.5% | $110,243-66.2% | $64,173-41.9% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.2pp |
| Annual return | -7.28% | -6.29%-1.0pp | 314.76%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,530 | $3,469-27.1% | $4,672-45.9% | $3,470-27.1% |
| Admin fee / account holder | $4,521 | $5,664-20.2% | $8,548-47.1% | $4,887-7.5% |