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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 | $69,864 | $49,177+42.1% | $79,467-12.1% | $64,173+8.9% |
| Participation rate | 48.9% | 65.0%-16.1pp | 73.3%-24.5pp | 69.6%-20.7pp |
| Annual return | -5.36% | -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 | $3,405 | $2,821+20.7% | $3,704-8.1% | $3,470-1.9% |
| Admin fee / account holder | $2,363 | $3,839-38.5% | $5,104-53.7% | $4,887-51.7% |