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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 | $31,032 | $93,124-66.7% | $77,100-59.8% | $134,545-76.9% |
| Participation rate | 35.7% | 74.5%-38.8pp | 67.9%-32.2pp | 81.2%-45.5pp |
| Annual return | -14.32% | 62.68%-77.0pp | 42.35%-56.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,830 | $5,242-26.9% | $4,430-13.5% | $6,401-40.2% |
| Admin fee / account holder | $1,706 | $6,970-75.5% | $5,443-68.7% | $11,431-85.1% |