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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 | $77,506 | $92,766-16.5% | $82,763-6.4% | $134,545-42.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.64% | 946.97%-964.6pp | 702.45%-720.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,459 | $4,802-69.6% | $4,395-66.8% | $6,401-77.2% |
| Admin fee / account holder | $781 | $5,978-86.9% | $5,325-85.3% | $11,431-93.2% |