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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 | $55,801 | $106,557-47.6% | $91,227-38.8% | $134,545-58.5% |
| Participation rate | 29.4% | 76.8%-47.4pp | 73.2%-43.8pp | 81.2%-51.8pp |
| Annual return | -17.19% | 160.81%-178.0pp | 114.14%-131.3pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,385 | $4,719-70.7% | $4,234-67.3% | $6,401-78.4% |
| Admin fee / account holder | $8,446 | $6,235+35.5% | $5,423+55.8% | $11,431-26.1% |