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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 | $60,945 | $100,792-39.5% | $86,691-29.7% | $134,509-54.7% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -18.88% | 29.08%-48.0pp | 35.94%-54.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,294 | $5,339-38.3% | $4,656-29.3% | $6,400-48.5% |
| Admin fee / account holder | $744 | $10,924-93.2% | $7,492-90.1% | $11,427-93.5% |