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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 | $34,556 | $75,962-54.5% | $154,111-77.6% | $64,173-46.2% |
| Participation rate | 34.3% | 70.4%-36.1pp | 83.0%-48.8pp | 69.6%-35.3pp |
| Annual return | -7.80% | 30.32%-38.1pp | 735.18%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,348 | $3,175-26.0% | $5,081-53.8% | $3,470-32.3% |
| Admin fee / account holder | $2,852 | $5,589-49.0% | $13,411-78.7% | $4,887-41.6% |