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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 | $92,743-37.1% | $82,744-29.5% | $134,532-56.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | -18.80% | 946.63%-965.4pp | 702.22%-721.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,072 | $4,802-36.0% | $4,395-30.1% | $6,401-52.0% |
| Admin fee / account holder | $7,983 | $5,977+33.6% | $5,325+49.9% | $11,429-30.1% |