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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 | $47,647 | $85,790-44.5% | $67,313-29.2% | $135,379-64.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -6.20% | -0.54%-5.7pp | -4.08%-2.1pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,516 | $4,651-45.9% | $3,568-29.5% | $5,609-55.1% |
| Admin fee / account holder | $18,899 | $6,392+195.6% | $4,507+319.3% | $10,828+74.5% |