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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 | $67,101 | $97,020-30.8% | $83,322-19.5% | $135,379-50.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.89% | 12.31%-20.2pp | 10.64%-18.5pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,488 | $5,964-58.3% | $5,565-55.3% | $5,609-55.7% |
| Admin fee / account holder | $12,548 | $8,426+48.9% | $7,540+66.4% | $10,828+15.9% |