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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 | $84,593 | $100,811-16.1% | $86,698-2.4% | $134,545-37.1% |
| Participation rate | 59.1% | 79.0%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -17.41% | 29.11%-46.5pp | 35.96%-53.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,205 | $5,339-58.7% | $4,656-52.6% | $6,401-65.5% |
| Admin fee / account holder | $803 | $10,926-92.7% | $7,492-89.3% | $11,431-93.0% |