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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 | $65,959 | $92,219-28.5% | $76,768-14.1% | $135,379-51.3% |
| Participation rate | 52.6% | 79.8%-27.1pp | 77.0%-24.3pp | 82.6%-30.0pp |
| Annual return | -6.38% | 5.46%-11.8pp | 2.43%-8.8pp | 519.79%-526.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,386 | $4,508+63.8% | $3,852+91.8% | $5,609+31.7% |
| Admin fee / account holder | $4,634 | $10,749-56.9% | $6,675-30.6% | $10,828-57.2% |