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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 | $55,935 | $113,941-50.9% | $94,229-40.6% | $125,389-55.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -0.13% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,027 | $5,179-60.9% | $4,320-53.1% | $5,352-62.1% |
| Admin fee / account holder | $3,755 | $8,392-55.3% | $6,269-40.1% | $9,541-60.6% |