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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 | $50,586 | $97,020-47.9% | $83,327-39.3% | $135,380-62.6% |
| Participation rate | 38.5% | 80.4%-41.9pp | 77.8%-39.3pp | 82.6%-44.2pp |
| Annual return | -6.78% | 12.31%-19.1pp | 10.64%-17.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,365 | $5,964+6.7% | $5,565+14.4% | $5,609+13.5% |
| Admin fee / account holder | $5,521 | $8,426-34.5% | $7,540-26.8% | $10,828-49.0% |