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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 | $66,411 | $105,867-37.3% | $90,760-26.8% | $134,532-50.6% |
| Participation rate | 45.5% | 78.3%-32.8pp | 75.7%-30.2pp | 81.2%-35.8pp |
| Annual return | -14.27% | -10.99%-3.3pp | -12.16%-2.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,994 | $5,217-61.8% | $4,565-56.3% | $6,401-68.8% |
| Admin fee / account holder | $4,070 | $13,936-70.8% | $8,444-51.8% | $11,429-64.4% |