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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 | $62,065 | $93,124-33.4% | $77,100-19.5% | $134,545-53.9% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -18.89% | 62.68%-81.6pp | 42.35%-61.2pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,135 | $5,242-40.2% | $4,430-29.2% | $6,401-51.0% |
| Admin fee / account holder | $12,080 | $6,970+73.3% | $5,443+121.9% | $11,431+5.7% |