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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 | $42,743 | $92,219-53.7% | $76,767-44.3% | $135,380-68.4% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -6.65% | 5.46%-12.1pp | 2.43%-9.1pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,741 | $4,508-39.2% | $3,852-28.8% | $5,609-51.1% |
| Admin fee / account holder | $788 | $10,749-92.7% | $6,675-88.2% | $10,828-92.7% |