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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 | $19,923 | $92,219-78.4% | $76,768-74.0% | $135,379-85.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.79%-524.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,401 | $4,508-24.6% | $3,852-11.7% | $5,609-39.4% |
| Admin fee / account holder | $3,486 | $10,749-67.6% | $6,675-47.8% | $10,828-67.8% |