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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 | $56,804 | $94,529-39.9% | $140,019-59.4% | $64,173-11.5% |
| Participation rate | 69.2% | 84.1%-14.9pp | 87.5%-18.3pp | 69.6%-0.3pp |
| Annual return | -2.56% | 7.77%-10.3pp | 651.17%-653.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,649 | $5,250-49.5% | $6,927-61.8% | $3,470-23.6% |
| Admin fee / account holder | $46,088 | $6,741+583.7% | $10,705+330.5% | $4,887+843.0% |