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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 | $68,314 | $82,288-17.0% | $68,794-0.7% | $134,509-49.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -18.82% | -2.19%-16.6pp | -6.37%-12.4pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,963 | $4,738+4.7% | $3,941+25.9% | $6,400-22.5% |
| Admin fee / account holder | $597 | $6,482-90.8% | $4,934-87.9% | $11,427-94.8% |