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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 | $69,499 | $100,792-31.0% | $86,691-19.8% | $134,509-48.3% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -16.23% | 29.08%-45.3pp | 35.94%-52.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,615 | $5,339-51.0% | $4,656-43.8% | $6,400-59.1% |
| Admin fee / account holder | $18,839 | $10,924+72.5% | $7,492+151.5% | $11,427+64.9% |