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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 | $27,759 | $54,370-48.9% | $82,763-66.5% | $68,490-59.5% |
| Participation rate | 43.3% | 63.9%-20.6pp | 72.6%-29.2pp | 67.9%-24.6pp |
| Annual return | -17.75% | -13.67%-4.1pp | 702.45%-720.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,226 | $3,247-62.2% | $4,395-72.1% | $4,028-69.6% |
| Admin fee / account holder | $852 | $4,398-80.6% | $5,325-84.0% | $5,403-84.2% |