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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 | $57,151 | $72,404-21.1% | $110,243-48.2% | $64,173-10.9% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.1pp |
| Annual return | -5.37% | -6.29%+0.9pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,890 | $3,469-16.7% | $4,672-38.2% | $3,470-16.7% |
| Admin fee / account holder | $9,753 | $5,664+72.2% | $8,548+14.1% | $4,887+99.5% |