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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 | $161,052 | $92,766+73.6% | $82,763+94.6% | $134,545+19.7% |
| Participation rate | 52.9% | 75.2%-22.3pp | 72.6%-19.6pp | 81.2%-28.3pp |
| Annual return | -10.19% | 946.97%-957.2pp | 702.45%-712.6pp | 418.37%-428.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,826 | $4,802+83.8% | $4,395+100.8% | $6,401+37.9% |
| Admin fee / account holder | $563 | $5,978-90.6% | $5,325-89.4% | $11,431-95.1% |