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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 | $29,725 | $49,177-39.6% | $79,467-62.6% | $64,173-53.7% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.6%-39.6pp |
| Annual return | -5.72% | -1.16%-4.6pp | 718.30%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,828 | $2,821+35.7% | $3,704+3.3% | $3,470+10.3% |
| Admin fee / account holder | $14,113 | $3,839+267.6% | $5,104+176.5% | $4,887+188.8% |