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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 | $47,785 | $82,674-42.2% | $125,381-61.9% | $68,486-30.2% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -5.98% | -5.97%0pp | 572.31%-578.3pp | -7.85%+1.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,744 | $6,111+43.1% | $7,448+17.4% | $4,028+117.1% |
| Admin fee / account holder | $5,980 | $6,277-4.7% | $10,007-40.2% | $5,404+10.7% |