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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 | $62,807 | $82,674-24.0% | $125,363-49.9% | $68,495-8.3% |
| Participation rate | 66.1% | 75.0%-8.9pp | 82.4%-16.2pp | 67.9%-1.8pp |
| Annual return | -13.97% | -5.97%-8.0pp | 572.15%-586.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,287 | $6,111-13.5% | $7,447-29.0% | $4,028+31.3% |
| Admin fee / account holder | $8,230 | $6,276+31.1% | $10,005-17.7% | $5,403+52.3% |