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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 | $59,464 | $82,288-27.7% | $68,794-13.6% | $134,509-55.8% |
| Participation rate | 52.4% | 75.1%-22.7pp | 69.0%-16.6pp | 81.2%-28.8pp |
| Annual return | -12.54% | -2.19%-10.3pp | -6.37%-6.2pp | 418.13%-430.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,336 | $4,738-71.8% | $3,941-66.1% | $6,400-79.1% |
| Admin fee / account holder | $2,008 | $6,482-69.0% | $4,934-59.3% | $11,427-82.4% |