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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 | $61,489 | $82,678-25.6% | $125,391-51.0% | $68,490-10.2% |
| Participation rate | 64.4% | 75.1%-10.6pp | 82.4%-17.9pp | 67.9%-3.5pp |
| Annual return | -18.16% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,850 | $6,111-53.4% | $7,448-61.7% | $4,028-29.2% |
| Admin fee / account holder | $1,563 | $6,277-75.1% | $10,009-84.4% | $5,403-71.1% |