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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 | $42,668 | $72,404-41.1% | $110,243-61.3% | $64,173-33.5% |
| Participation rate | 45.3% | 73.3%-28.0pp | 79.8%-34.5pp | 69.6%-24.2pp |
| Annual return | -5.87% | -6.29%+0.4pp | 314.76%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,095 | $3,469+18.0% | $4,672-12.3% | $3,470+18.0% |
| Admin fee / account holder | $6,655 | $5,664+17.5% | $8,548-22.1% | $4,887+36.2% |