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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 | $47,208 | $49,177-4.0% | $79,467-40.6% | $64,173-26.4% |
| Participation rate | 57.9% | 65.0%-7.1pp | 73.3%-15.5pp | 69.6%-11.7pp |
| Annual return | -2.75% | -1.16%-1.6pp | 718.30%-721.1pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,045 | $2,821-27.5% | $3,704-44.8% | $3,470-41.1% |
| Admin fee / account holder | $8,085 | $3,839+110.6% | $5,104+58.4% | $4,887+65.4% |