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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 | $58,376 | $54,370+7.4% | $82,763-29.5% | $68,490-14.8% |
| Participation rate | 44.4% | 63.9%-19.5pp | 72.6%-28.1pp | 67.9%-23.5pp |
| Annual return | -18.48% | -13.67%-4.8pp | 702.45%-720.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,488 | $3,247+69.0% | $4,395+24.9% | $4,028+36.3% |
| Admin fee / account holder | $2,712 | $4,398-38.3% | $5,325-49.1% | $5,403-49.8% |