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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 | $78,067 | $95,917-18.6% | $79,583-1.9% | $134,545-42.0% |
| Participation rate | 52.4% | 75.0%-22.7pp | 69.5%-17.1pp | 81.2%-28.9pp |
| Annual return | -16.19% | -2.70%-13.5pp | 0.16%-16.4pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,203 | $4,694-74.4% | $3,986-69.8% | $6,401-81.2% |
| Admin fee / account holder | $2,014 | $9,132-77.9% | $6,835-70.5% | $11,431-82.4% |