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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 | $41,311 | $87,546-52.8% | $75,784-45.5% | $125,389-67.1% |
| Participation rate | 36.4% | 80.2%-43.8pp | 75.8%-39.5pp | 83.2%-46.8pp |
| Annual return | -0.38% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,494 | $4,230-64.7% | $3,652-59.1% | $5,352-72.1% |
| Admin fee / account holder | $8,864 | $6,503+36.3% | $5,300+67.3% | $9,541-7.1% |