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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 | $33,533 | $92,766-63.9% | $82,763-59.5% | $134,545-75.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -5.35% | 946.97%-952.3pp | 702.45%-707.8pp | 418.37%-423.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,259 | $4,802-53.0% | $4,395-48.6% | $6,401-64.7% |
| Admin fee / account holder | $486 | $5,978-91.9% | $5,325-90.9% | $11,431-95.8% |