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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 | $98,706 | $142,392-30.7% | $119,622-17.5% | $134,532-26.6% |
| Participation rate | 43.5% | 82.8%-39.3pp | 79.3%-35.8pp | 81.2%-37.8pp |
| Annual return | -13.52% | -12.46%-1.1pp | -14.98%+1.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,745 | $6,467-11.2% | $5,601+2.6% | $6,401-10.2% |
| Admin fee / account holder | $5,253 | $13,593-61.4% | $10,328-49.1% | $11,429-54.0% |