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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 | $51,594 | $107,806-52.1% | $90,655-43.1% | $135,382-61.9% |
| Participation rate | 16.7% | 78.0%-61.4pp | 74.0%-57.4pp | 82.6%-66.0pp |
| Annual return | -3.93% | -0.90%-3.0pp | 1.89%-5.8pp | 519.77%-523.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,991 | $3,872-48.6% | $3,425-41.9% | $5,609-64.5% |
| Admin fee / account holder | $12,104 | $5,931+104.1% | $4,994+142.4% | $10,829+11.8% |