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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 | $64,853 | $82,678-21.6% | $125,391-48.3% | $68,490-5.3% |
| Participation rate | 56.8% | 75.1%-18.2pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.41%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,406 | $6,111-11.5% | $7,448-27.4% | $4,028+34.2% |
| Admin fee / account holder | $570 | $6,277-90.9% | $10,009-94.3% | $5,403-89.5% |