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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 | $80,421 | $105,861-24.0% | $90,756-11.4% | $134,509-40.2% |
| Participation rate | 34.8% | 78.2%-43.5pp | 75.7%-40.9pp | 81.2%-46.4pp |
| Annual return | -16.75% | -10.99%-5.8pp | -12.16%-4.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,660 | $5,217-68.2% | $4,565-63.6% | $6,400-74.1% |
| Admin fee / account holder | $12,374 | $13,938-11.2% | $8,445+46.5% | $11,427+8.3% |