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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 | $41,070 | $82,674-50.3% | $125,381-67.2% | $68,486-40.0% |
| Participation rate | 59.3% | 75.1%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,361 | $6,111-12.3% | $7,448-28.0% | $4,028+33.1% |
| Admin fee / account holder | $6,348 | $6,277+1.1% | $10,007-36.6% | $5,404+17.5% |