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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 | $58,305 | $92,684-37.1% | $82,706-29.5% | $134,509-56.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | -18.80% | 945.84%-964.6pp | 701.76%-720.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,072 | $4,800-36.0% | $4,394-30.1% | $6,400-52.0% |
| Admin fee / account holder | $7,983 | $5,982+33.5% | $5,329+49.8% | $11,427-30.1% |