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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 | $51,633 | $92,219-44.0% | $76,767-32.7% | $135,380-61.9% |
| Participation rate | 54.2% | 79.8%-25.6pp | 77.0%-22.8pp | 82.6%-28.5pp |
| Annual return | -5.28% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,392 | $4,508-69.1% | $3,852-63.9% | $5,609-75.2% |
| Admin fee / account holder | $366 | $10,749-96.6% | $6,675-94.5% | $10,828-96.6% |