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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 | $52,580 | $97,020-45.8% | $83,327-36.9% | $135,380-61.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -4.73% | 12.31%-17.0pp | 10.64%-15.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,154 | $5,964-63.9% | $5,565-61.3% | $5,609-61.6% |
| Admin fee / account holder | $3,342 | $8,426-60.3% | $7,540-55.7% | $10,828-69.1% |