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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 | $47,133 | $95,895-50.8% | $79,576-40.8% | $134,509-65.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -13.52% | -2.72%-10.8pp | 0.15%-13.7pp | 418.13%-431.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,501 | $4,693-68.0% | $3,985-62.3% | $6,400-76.5% |
| Admin fee / account holder | $3,523 | $9,129-61.4% | $6,834-48.5% | $11,427-69.2% |