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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 | $35,950 | $95,917-62.5% | $79,583-54.8% | $134,545-73.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -12.50% | -2.70%-9.8pp | 0.16%-12.7pp | 418.37%-430.9pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,037 | $4,694+7.3% | $3,986+26.4% | $6,401-21.3% |
| Admin fee / account holder | $41,268 | $9,132+351.9% | $6,835+503.8% | $11,431+261.0% |