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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 | $62,952 | $82,674-23.9% | $125,363-49.8% | $68,495-8.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.15%-588.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,254 | $6,111-46.8% | $7,447-56.3% | $4,028-19.2% |
| Admin fee / account holder | $10,120 | $6,276+61.2% | $10,005+1.1% | $5,403+87.3% |