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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 | $60,024 | $107,809-44.3% | $90,657-33.8% | $135,379-55.7% |
| Participation rate | 47.8% | 78.0%-30.2pp | 74.0%-26.2pp | 82.6%-34.8pp |
| Annual return | -8.06% | -0.90%-7.2pp | 1.89%-9.9pp | 519.79%-527.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,301 | $3,872-14.8% | $3,424-3.6% | $5,609-41.2% |
| Admin fee / account holder | $482 | $5,931-91.9% | $4,994-90.3% | $10,828-95.5% |