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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 | $58,870 | $100,811-41.6% | $86,698-32.1% | $134,545-56.2% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -1.18% | 29.11%-30.3pp | 35.96%-37.1pp | 418.37%-419.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,021 | $5,339-43.4% | $4,656-35.1% | $6,401-52.8% |
| Admin fee / account holder | $1,588 | $10,926-85.5% | $7,492-78.8% | $11,431-86.1% |