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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 | $57,166 | $95,188-39.9% | $76,518-25.3% | $135,380-57.8% |
| Participation rate | 56.3% | 74.4%-18.1pp | 68.0%-11.7pp | 82.6%-26.4pp |
| Annual return | -6.89% | 4.85%-11.7pp | -0.27%-6.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,706 | $4,640-41.7% | $3,836-29.5% | $5,609-51.8% |
| Admin fee / account holder | $9,507 | $6,249+52.1% | $4,849+96.1% | $10,828-12.2% |