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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 | $38,708 | $142,361-72.8% | $119,608-67.6% | $134,509-71.2% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -16.93% | -12.46%-4.5pp | -14.98%-1.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,133 | $6,468-51.6% | $5,601-44.1% | $6,400-51.1% |
| Admin fee / account holder | $2,866 | $13,588-78.9% | $10,326-72.2% | $11,427-74.9% |