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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 | $82,803 | $105,866-21.8% | $90,766-8.8% | $134,545-38.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -18.63% | -10.99%-7.6pp | -12.16%-6.5pp | 418.37%-437.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,169 | $5,217+94.9% | $4,565+122.8% | $6,401+58.9% |
| Admin fee / account holder | $1,192 | $13,938-91.4% | $8,446-85.9% | $11,431-89.6% |