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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 | $28,493 | $167,353-83.0% | $143,797-80.2% | $134,545-78.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -6.53% | 0.48%-7.0pp | -0.04%-6.5pp | 418.37%-424.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,634 | $6,447-28.1% | $5,638-17.8% | $6,401-27.6% |
| Admin fee / account holder | $30,804 | $18,096+70.2% | $14,679+109.9% | $11,431+169.5% |