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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 | $55,132 | $82,674-33.3% | $125,381-56.0% | $68,486-19.5% |
| Participation rate | 48.3% | 75.1%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -10.68% | -5.97%-4.7pp | 572.31%-583.0pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,784 | $6,111+43.7% | $7,448+17.9% | $4,028+118.1% |
| Admin fee / account holder | $5,863 | $6,277-6.6% | $10,007-41.4% | $5,404+8.5% |