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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 | $56,761 | $54,355+4.4% | $82,744-31.4% | $68,486-17.1% |
| Participation rate | 54.5% | 63.9%-9.4pp | 72.6%-18.0pp | 67.9%-13.3pp |
| Annual return | -16.47% | -13.67%-2.8pp | 702.22%-718.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,291 | $3,246-60.2% | $4,395-70.6% | $4,028-68.0% |
| Admin fee / account holder | $1,275 | $4,397-71.0% | $5,325-76.1% | $5,404-76.4% |