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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 | $54,221 | $97,020-44.1% | $83,327-34.9% | $135,380-59.9% |
| Participation rate | 36.4% | 80.4%-44.0pp | 77.8%-41.4pp | 82.6%-46.3pp |
| Annual return | -9.38% | 12.31%-21.7pp | 10.64%-20.0pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,825 | $5,964-35.9% | $5,565-31.3% | $5,609-31.8% |
| Admin fee / account holder | $833 | $8,426-90.1% | $7,540-89.0% | $10,828-92.3% |