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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 | $46,798 | $95,975-51.2% | $74,549-37.2% | $135,379-65.4% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -6.29% | 56.96%-63.3pp | 32.53%-38.8pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,357 | $3,844-38.7% | $3,108-24.2% | $5,609-58.0% |
| Admin fee / account holder | $2,638 | $6,522-59.5% | $5,059-47.9% | $10,828-75.6% |