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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 | $68,306 | $82,678-17.4% | $125,391-45.5% | $68,490-0.3% |
| Participation rate | 47.8% | 75.1%-27.2pp | 82.4%-34.6pp | 67.9%-20.1pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,943 | $6,111+13.6% | $7,448-6.8% | $4,028+72.4% |
| Admin fee / account holder | $8,840 | $6,277+40.8% | $10,009-11.7% | $5,403+63.6% |