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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 | $61,318 | $91,911-33.3% | $68,612-10.6% | $135,379-54.7% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | -7.49% | -8.22%+0.7pp | -4.63%-2.9pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,926 | $4,315+83.7% | $3,311+139.4% | $5,609+41.3% |
| Admin fee / account holder | $14,779 | $9,240+59.9% | $5,131+188.0% | $10,828+36.5% |