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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 | $72,530 | $142,392-49.1% | $119,622-39.4% | $134,532-46.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -7.65% | -12.46%+4.8pp | -14.98%+7.3pp | 418.27%-425.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,385 | $6,467-47.7% | $5,601-39.6% | $6,401-47.1% |
| Admin fee / account holder | $26,076 | $13,593+91.8% | $10,328+152.5% | $11,429+128.2% |