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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 | $101,252 | $142,392-28.9% | $119,622-15.4% | $134,532-24.7% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -11.52% | -12.46%+0.9pp | -14.98%+3.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,711 | $6,467-58.1% | $5,601-51.6% | $6,401-57.6% |
| Admin fee / account holder | $981 | $13,593-92.8% | $10,328-90.5% | $11,429-91.4% |