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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 | $74,518 | $95,915-22.3% | $79,580-6.4% | $134,532-44.6% |
| Participation rate | 64.3% | 75.0%-10.8pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -20.25% | -2.71%-17.5pp | 0.15%-20.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,566 | $4,693-66.6% | $3,985-60.7% | $6,401-75.5% |
| Admin fee / account holder | $331 | $9,132-96.4% | $6,835-95.2% | $11,429-97.1% |