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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 | $61,119 | $49,177+24.3% | $79,467-23.1% | $64,173-4.8% |
| Participation rate | 36.0% | 65.0%-29.0pp | 73.3%-37.3pp | 69.6%-33.6pp |
| Annual return | -5.40% | -1.16%-4.2pp | 718.30%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $865 | $2,821-69.3% | $3,704-76.6% | $3,470-75.1% |
| Admin fee / account holder | $5,470 | $3,839+42.5% | $5,104+7.2% | $4,887+11.9% |