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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 | $38,819 | $69,518-44.2% | $59,887-35.2% | $135,379-71.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -6.06% | 7.95%-14.0pp | 3.46%-9.5pp | 519.79%-525.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,108 | $4,204-2.3% | $3,402+20.8% | $5,609-26.8% |
| Admin fee / account holder | $2,646 | $5,734-53.9% | $3,591-26.3% | $10,828-75.6% |