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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 | $52,365 | $69,012-24.1% | $160,009-67.3% | $68,486-23.5% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -13.93% | -9.65%-4.3pp | 408.85%-422.8pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,361 | $4,212-43.9% | $6,183-61.8% | $4,028-41.4% |
| Admin fee / account holder | $4,949 | $4,798+3.1% | $8,715-43.2% | $5,404-8.4% |