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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 | $34,194 | $127,096-73.1% | $105,736-67.7% | $135,380-74.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 76.3%-36.3pp | 82.6%-42.6pp |
| Annual return | -6.32% | 4.49%-10.8pp | 6.27%-12.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,840 | $5,064-24.2% | $4,080-5.9% | $5,609-31.5% |
| Admin fee / account holder | $428 | $9,087-95.3% | $6,913-93.8% | $10,828-96.0% |