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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 | $54,717 | $95,975-43.0% | $74,552-26.6% | $135,382-59.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.46% | 56.96%-63.4pp | 32.53%-39.0pp | 519.77%-526.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,911 | $3,844-24.3% | $3,108-6.3% | $5,609-48.1% |
| Admin fee / account holder | $5,200 | $6,522-20.3% | $5,060+2.8% | $10,829-52.0% |