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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 | $51,404 | $91,537-43.8% | $130,045-60.5% | $75,173-31.6% |
| Participation rate | 60.6% | 71.5%-10.9pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 23.35% | -631.55%+654.9pp | -137.30%+160.7pp | 160.72%-137.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,748 | $4,343+101.4% | $5,820+50.3% | $4,126+112.0% |
| Admin fee / account holder | $3,119 | $6,780-54.0% | $10,600-70.6% | $5,651-44.8% |