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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 | $50,183 | $69,012-27.3% | $160,009-68.6% | $68,486-26.7% |
| Participation rate | 51.0% | 65.4%-14.4pp | 78.0%-27.0pp | 67.9%-16.9pp |
| Annual return | -17.63% | -9.65%-8.0pp | 408.85%-426.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,841 | $4,212-8.8% | $6,183-37.9% | $4,028-4.6% |
| Admin fee / account holder | $522 | $4,798-89.1% | $8,715-94.0% | $5,404-90.3% |