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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 | $69,052 | $158,852-56.5% | $121,220-43.0% | $135,380-49.0% |
| Participation rate | 54.5% | 79.3%-24.8pp | 71.8%-17.2pp | 82.6%-28.1pp |
| Annual return | -5.52% | -0.64%-4.9pp | 16.94%-22.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,232 | $4,006+55.6% | $3,345+86.3% | $5,609+11.1% |
| Admin fee / account holder | $32,026 | $6,515+391.6% | $5,021+537.9% | $10,828+195.8% |