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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 | $30,159 | $54,370-44.5% | $82,763-63.6% | $68,490-56.0% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -16.23% | -13.67%-2.6pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,536 | $3,247-21.9% | $4,395-42.3% | $4,028-37.0% |
| Admin fee / account holder | $8,376 | $4,398+90.4% | $5,325+57.3% | $5,403+55.0% |