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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 | $47,383 | $95,188-50.2% | $76,518-38.1% | $135,380-65.0% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.0%-9.7pp | 82.6%-24.3pp |
| Annual return | -5.51% | 4.85%-10.4pp | -0.27%-5.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,466 | $4,640-25.3% | $3,836-9.6% | $5,609-38.2% |
| Admin fee / account holder | $4,879 | $6,249-21.9% | $4,849+0.6% | $10,828-54.9% |