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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 | $77,928 | $92,219-15.5% | $76,767+1.5% | $135,380-42.4% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -5.51% | 5.46%-11.0pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,795 | $4,508-38.0% | $3,852-27.4% | $5,609-50.2% |
| Admin fee / account holder | $11,035 | $10,749+2.7% | $6,675+65.3% | $10,828+1.9% |