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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 | $39,950 | $158,852-74.9% | $121,220-67.0% | $135,380-70.5% |
| Participation rate | 58.3% | 79.3%-21.0pp | 71.8%-13.4pp | 82.6%-24.3pp |
| Annual return | -6.46% | -0.64%-5.8pp | 16.94%-23.4pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $764 | $4,006-80.9% | $3,345-77.2% | $5,609-86.4% |
| Admin fee / account holder | $3,658 | $6,515-43.8% | $5,021-27.1% | $10,828-66.2% |