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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 | $88,619 | $105,867-16.3% | $90,760-2.4% | $134,532-34.1% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -18.82% | -10.99%-7.8pp | -12.16%-6.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,491 | $5,217+24.4% | $4,565+42.2% | $6,401+1.4% |
| Admin fee / account holder | $691 | $13,936-95.0% | $8,444-91.8% | $11,429-94.0% |