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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 | $51,549 | $95,188-45.8% | $76,518-32.6% | $135,379-61.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.51% | 4.85%-10.4pp | -0.27%-5.2pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,130 | $4,640-75.7% | $3,836-70.6% | $5,609-79.9% |
| Admin fee / account holder | $1,322 | $6,249-78.8% | $4,849-72.7% | $10,828-87.8% |