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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 | $51,631 | $113,941-54.7% | $94,229-45.2% | $125,389-58.8% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -0.95% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,225 | $5,179-37.7% | $4,320-25.3% | $5,352-39.7% |
| Admin fee / account holder | $1,041 | $8,392-87.6% | $6,269-83.4% | $9,541-89.1% |