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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 | $51,385 | $95,975-46.5% | $74,552-31.1% | $135,382-62.0% |
| Participation rate | 43.5% | 75.7%-32.2pp | 69.1%-25.7pp | 82.6%-39.2pp |
| Annual return | -5.42% | 56.96%-62.4pp | 32.53%-38.0pp | 519.77%-525.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,089 | $3,844-71.7% | $3,108-65.0% | $5,609-80.6% |
| Admin fee / account holder | $359 | $6,522-94.5% | $5,060-92.9% | $10,829-96.7% |