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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 | $48,099 | $142,361-66.2% | $119,608-59.8% | $134,509-64.2% |
| Participation rate | 47.6% | 82.8%-35.2pp | 79.3%-31.6pp | 81.2%-33.6pp |
| Annual return | -19.60% | -12.46%-7.1pp | -14.98%-4.6pp | 418.13%-437.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,105 | $6,468-21.1% | $5,601-8.9% | $6,400-20.2% |
| Admin fee / account holder | $1,955 | $13,588-85.6% | $10,326-81.1% | $11,427-82.9% |