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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 | $54,412 | $92,219-41.0% | $76,766-29.1% | $135,382-59.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.04% | 5.46%-13.5pp | 2.43%-10.5pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,848 | $4,508-59.0% | $3,851-52.0% | $5,609-67.0% |
| Admin fee / account holder | $1,054 | $10,749-90.2% | $6,675-84.2% | $10,829-90.3% |