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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 | $50,573 | $211,946-76.1% | $169,452-70.2% | $135,380-62.6% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -7.95% | 3.26%-11.2pp | 1.83%-9.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,680 | $6,075-6.5% | $5,277+7.6% | $5,609+1.3% |
| Admin fee / account holder | $6,965 | $11,472-39.3% | $9,110-23.5% | $10,828-35.7% |