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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 | $68,486 | $142,392-51.9% | $119,622-42.7% | $134,532-49.1% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -17.30% | -12.46%-4.8pp | -14.98%-2.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,073 | $6,467-21.6% | $5,601-9.4% | $6,401-20.7% |
| Admin fee / account holder | $54,330 | $13,593+299.7% | $10,328+426.1% | $11,429+375.4% |