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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 | $79,667 | $107,809-26.1% | $90,657-12.1% | $135,380-41.2% |
| Participation rate | 18.2% | 78.0%-59.9pp | 74.0%-55.8pp | 82.6%-64.5pp |
| Annual return | -9.19% | -0.90%-8.3pp | 1.89%-11.1pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,481 | $3,872-10.1% | $3,424+1.6% | $5,609-37.9% |
| Admin fee / account holder | $6,949 | $5,931+17.2% | $4,994+39.1% | $10,828-35.8% |