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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 | $54,469 | $95,188-42.8% | $76,518-28.8% | $135,380-59.8% |
| Participation rate | 63.2% | 74.4%-11.2pp | 68.0%-4.8pp | 82.6%-19.5pp |
| Annual return | -2.59% | 4.85%-7.4pp | -0.27%-2.3pp | 519.81%-522.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,009 | $4,640-56.7% | $3,836-47.6% | $5,609-64.2% |
| Admin fee / account holder | $2,087 | $6,249-66.6% | $4,849-57.0% | $10,828-80.7% |