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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 | $38,562 | $131,835-70.7% | $108,582-64.5% | $273,972-85.9% |
| Participation rate | 15.4% | 83.5%-68.1pp | 79.6%-64.2pp | 83.0%-67.6pp |
| Annual return | 2.53% | -91.57%+94.1pp | -51.70%+54.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,732 | $5,127-27.2% | $4,311-13.4% | $5,287-29.4% |
| Admin fee / account holder | $6,301 | $10,253-38.5% | $7,645-17.6% | $10,133-37.8% |