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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 | $64,417 | $82,324-21.8% | $68,803-6.4% | $134,545-52.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -10.94% | -2.17%-8.8pp | -6.37%-4.6pp | 418.37%-429.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,430 | $4,740+35.7% | $3,942+63.1% | $6,401+0.4% |
| Admin fee / account holder | $73,144 | $6,485+1027.9% | $4,936+1381.9% | $11,431+539.9% |