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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 | $34,268 | $82,674-58.6% | $125,363-72.7% | $68,495-50.0% |
| Participation rate | 54.8% | 75.0%-20.2pp | 82.4%-27.5pp | 67.9%-13.1pp |
| Annual return | -14.63% | -5.97%-8.7pp | 572.15%-586.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,823 | $6,111-37.4% | $7,447-48.7% | $4,028-5.1% |
| Admin fee / account holder | $6,131 | $6,276-2.3% | $10,005-38.7% | $5,403+13.5% |