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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 | $33,315 | $100,805-67.0% | $86,698-61.6% | $134,532-75.2% |
| Participation rate | 53.3% | 79.0%-25.6pp | 76.6%-23.3pp | 81.2%-27.9pp |
| Annual return | -17.06% | 29.09%-46.1pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,395 | $5,339-36.4% | $4,656-27.1% | $6,401-47.0% |
| Admin fee / account holder | $1,069 | $10,925-90.2% | $7,493-85.7% | $11,429-90.6% |