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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 | $60,289 | $107,030-43.7% | $73,550-18.0% | $147,586-59.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 13.27% | 38.25%-25.0pp | -15.16%+28.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $540 | $2,458-78.0% | $1,804-70.1% | $5,439-90.1% |
| Admin fee / account holder | $23,425 | $3,055+666.7% | $2,320+909.8% | $10,886+115.2% |