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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 | $90,208 | $113,941-20.8% | $94,229-4.3% | $125,389-28.1% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | 0.22% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,977 | $5,179-61.8% | $4,320-54.2% | $5,352-63.1% |
| Admin fee / account holder | $47,371 | $8,392+464.5% | $6,269+655.6% | $9,541+396.5% |