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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 | $28,882 | $69,012-58.1% | $160,037-82.0% | $68,490-57.8% |
| Participation rate | 63.0% | 65.4%-2.5pp | 78.0%-15.0pp | 67.9%-4.9pp |
| Annual return | -18.30% | -9.65%-8.7pp | 408.95%-427.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,417 | $4,212+52.4% | $6,184+3.8% | $4,028+59.3% |
| Admin fee / account holder | $1,145 | $4,798-76.1% | $8,716-86.9% | $5,403-78.8% |