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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 | $71,911 | $211,946-66.1% | $169,452-57.6% | $135,379-46.9% |
| Participation rate | 58.3% | 82.6%-24.3pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -7.44% | 3.26%-10.7pp | 1.83%-9.3pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,900 | $6,075-52.3% | $5,277-45.0% | $5,609-48.3% |
| Admin fee / account holder | $5,745 | $11,472-49.9% | $9,110-36.9% | $10,828-46.9% |