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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 | $77,127 | $105,861-27.1% | $90,756-15.0% | $134,509-42.7% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -18.45% | -10.99%-7.5pp | -12.16%-6.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,639 | $5,217-49.4% | $4,565-42.2% | $6,400-58.8% |
| Admin fee / account holder | $10,035 | $13,938-28.0% | $8,445+18.8% | $11,427-12.2% |