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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 | $51,455 | $54,355-5.3% | $82,744-37.8% | $68,486-24.9% |
| Participation rate | 15.8% | 63.9%-48.1pp | 72.6%-56.8pp | 67.9%-52.1pp |
| Annual return | -17.18% | -13.67%-3.5pp | 702.22%-719.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,563 | $3,246-51.8% | $4,395-64.4% | $4,028-61.2% |
| Admin fee / account holder | $1,456 | $4,397-66.9% | $5,325-72.7% | $5,404-73.1% |