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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 | $27,900 | $77,816-64.1% | $123,552-77.4% | $64,173-56.5% |
| Participation rate | 35.5% | 74.7%-39.2pp | 82.3%-46.8pp | 69.6%-34.1pp |
| Annual return | -7.07% | 12.49%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,156 | $5,240-39.8% | $6,426-50.9% | $3,470-9.0% |
| Admin fee / account holder | $4,489 | $5,519-18.7% | $9,285-51.7% | $4,887-8.2% |