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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 | $65,052 | $95,188-31.7% | $76,518-15.0% | $135,380-51.9% |
| Participation rate | 27.3% | 74.4%-47.1pp | 68.0%-40.7pp | 82.6%-55.4pp |
| Annual return | -6.62% | 4.85%-11.5pp | -0.27%-6.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $603 | $4,640-87.0% | $3,836-84.3% | $5,609-89.2% |
| Admin fee / account holder | $3,913 | $6,249-37.4% | $4,849-19.3% | $10,828-63.9% |