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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 | $53,095 | $95,975-44.7% | $74,549-28.8% | $135,379-60.8% |
| Participation rate | 47.4% | 75.7%-28.3pp | 69.1%-21.8pp | 82.6%-35.3pp |
| Annual return | -5.54% | 56.96%-62.5pp | 32.53%-38.1pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,399 | $3,844-11.6% | $3,108+9.4% | $5,609-39.4% |
| Admin fee / account holder | $547 | $6,522-91.6% | $5,059-89.2% | $10,828-95.0% |