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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 | $36,478 | $92,219-60.4% | $76,767-52.5% | $135,380-73.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -7.52% | 5.46%-13.0pp | 2.43%-9.9pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,753 | $4,508-61.1% | $3,852-54.5% | $5,609-68.8% |
| Admin fee / account holder | $609 | $10,749-94.3% | $6,675-90.9% | $10,828-94.4% |