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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 | $34,749 | $84,628-58.9% | $61,501-43.5% | $134,545-74.2% |
| Participation rate | 35.0% | 62.2%-27.2pp | 52.6%-17.6pp | 81.2%-46.2pp |
| Annual return | -17.69% | 585.61%-603.3pp | 339.04%-356.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $5 | $1,545-99.7% | $1,160-99.5% | $4,742-99.9% |
| Participant deferral / active EE | $874 | $2,819-69.0% | $2,125-58.9% | $6,401-86.4% |
| Admin fee / account holder | $2,014 | $2,587-22.2% | $2,132-5.5% | $11,431-82.4% |