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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 | $72,788 | $100,792-27.8% | $86,691-16.0% | $134,509-45.9% |
| Participation rate | 61.1% | 78.9%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -17.65% | 29.08%-46.7pp | 35.94%-53.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,399 | $5,339-55.1% | $4,656-48.5% | $6,400-62.5% |
| Admin fee / account holder | $305 | $10,924-97.2% | $7,492-95.9% | $11,427-97.3% |