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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 | $27,496 | $158,852-82.7% | $121,220-77.3% | $135,380-79.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -4.19% | -0.64%-3.6pp | 16.94%-21.1pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $348 | $4,006-91.3% | $3,345-89.6% | $5,609-93.8% |
| Admin fee / account holder | $46,233 | $6,515+609.7% | $5,021+820.9% | $10,828+327.0% |