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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 | $36,882 | $112,300-67.2% | $90,223-59.1% | $125,388-70.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.0%-29.0pp | 83.2%-33.2pp |
| Annual return | -3.63% | -0.57%-3.1pp | 1.31%-4.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,163 | $6,733-53.0% | $5,792-45.4% | $5,352-40.9% |
| Admin fee / account holder | $532 | $10,990-95.2% | $7,406-92.8% | $9,541-94.4% |