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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 | $58,277 | $69,518-16.2% | $59,887-2.7% | $135,379-57.0% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.7%-45.5pp | 82.6%-53.5pp |
| Annual return | -3.80% | 7.95%-11.8pp | 3.46%-7.3pp | 519.79%-523.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,485 | $4,204-64.7% | $3,402-56.3% | $5,609-73.5% |
| Admin fee / account holder | $2,599 | $5,734-54.7% | $3,591-27.6% | $10,828-76.0% |